Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
119 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$419K average
Assets Under Management
$2.2B

Fee Structure

Hourly Rate:Up to $500/hr

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
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

9812 Millwood Circle, Daphne, AL, 36527

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Regulatory History (1)
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Customer Dispute
June 2018
Denied
Other Business Activities

Adam 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.

Employment History
Current Registrations
International Assets Investment Management, LLC
June 2017 - Present · 8 yrs 7 mos
International Assets Advisory, LLC Broker
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Wfg Advisors, LP
April 2011 - May 2017 · 6 yrs 1 mo
Rockbridge Asset Management, LLC
June 2010 - April 2011 · 10 mos
Wfg Investments, INC.Broker
April 2010 - May 2017 · 7 yrs 1 mo
Gunnallen Financial, INC
February 2009 - March 2010 · 1 yr 1 mo
Gunnallen Financial, INCBroker
September 2008 - March 2010 · 1 yr 6 mos
State Registrations28 states
ALARAZCACOFLGAILKSLAMAMDMEMNMOMSNCNJNMNVNYORSCTXVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.