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
Loading...

Advisor Information

Office location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

Get directions
Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
International Assets Investment Management, LLC
June 2024 - Present · 1 yr 7 mos
International Assets Advisory, LLC Broker
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Newedge Advisors
June 2022 - May 2024 · 1 yr 11 mos
LPL Financial LLC Broker
June 2022 - June 2024 · 2 yrs
Ameriprise Financial Services, LLC
January 2021 - June 2022 · 1 yr 5 mos
Ameriprise Financial Services, LLC Broker
January 2021 - June 2022 · 1 yr 5 mos
Planmember Securities Corporation
April 2019 - January 2021 · 1 yr 9 mos
Planmember Securities Corporation Broker
January 2017 - January 2021 · 4 yrs
Metlife Securities INC.Broker
March 2011 - July 2013 · 2 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.