International Assets Investment Management, LLC
Assets Under Management
$2.2B
Number of Clients
5,283
Number of Advisors
119
Average Client AUM
$419K
AUM per Advisor
$18.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IAIM offers investment advisory services to individuals, high-net-worth individuals, pensions, profit plans, charitable organizations, corporations, and other business entities. Services include investment management, referrals to third-party wrap fee programs, and financial planning and consulting. IAIM provides customized wealth management solutions through continuous personal client contact and interaction while providing discretionary and non-discretionary investment management and related advisory services.
Fee Structure
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
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801