International Assets Advisory, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
101
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
International Assets Advisory, LLC (IAA) provides portfolio management, advisory, and consulting services to institutions on a non-discretionary basis. Specific investment strategies depend on the institution's directions. IAA is also a registered broker/dealer. IAA does not participate in wrap fee programs.
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
Location
111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801