Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for portfolio management or advisory services are typically a percentage of assets held in the institution's account and vary depending on the services chosen. Consulting services are typically charged at an hourly rate, but IAA reserves the right to charge an annual fee based on a percentage of the institution's investment assets. All fees are negotiable and agreed upon prior to entering into a contract. Fees are paid in advance and do not include third-party fees.
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.
Learn about disclosures →Other Business Activities
Matthew is an advisor at International Assets Investment Management LLC, SVP Operations at Global Assets Advisory, LLC, and COO at Primus Financial Services, LLC, spending about 10-20% of his time and minimal time respectively at those roles. He also owns Lampman Ventures LLC (DBA for tax purposes) and Lampman Holdings, LLC, spending minimal time on each.