Ann Katherine Moore
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAIM's asset-based investment advisory fees are charged at an annual rate up to 3.00%, depending on the relationship size, inclusion/exclusion of transaction fees, and service complexity. Fees are negotiated between the client and the IAR. IAIM does not maintain a static fee schedule. Financial planning services are offered based on assets, hourly (up to $500/hour), or as a fixed engagement fee. Retirement plan advisory fees range up to 3.00% annually and may be negotiable depending on the plan's size and complexity.
Areas of Practice
Advisor Information
Office location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ann is a 100% owner of Vickis LLC, Chief Business Development Officer for International Assets Investment Management LLC and Primus Financial Services, LLC, a voluntary board member and secretary elect for Alternative & Direct Investment Securities Association (ADISA), a passive minority owner of eFLOORTRADE, LLC, and a board member for Damon Mitchell Memorial Fund, Inc. These activities take about 10-20% of Ann's time.