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.
9812 Millwood Circle, Daphne, AL, 36527
Get directionsAdam works as an investment consultant for Rockbridge Wealth Management and as an advisor for International Assets Investment Management LLC, dedicating full-time hours to each role. Neither activity appears to involve insurance sales.