Glenn Toussaint
Glenn Toussaint is a CFP, ChFC-designated registered investment advisor at International Assets Investment Management, LLC, based in Washington Township, NJ, with 41 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,961 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAIM charges an annual asset-based investment advisory fee up to 3.00%, negotiated between the client and the investment advisor representative (IAR). The fee depends on factors like the size of the relationship, inclusion/exclusion of transaction fees, and complexity of services. Fees are typically based on the market value of assets under management at the end of the prior month or quarter, but may be offered as a fixed quarterly fee. Clients also pay transaction fees for each trade, including no-transaction-fee mutual funds. IAIM may recommend third-party asset managers (TPAMs), in which case the client's overall fees will include IAIM's fee plus the TPAM's fees.
Location
4 Candlewood Drive, Washington Township, NJ, 07882
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
June 2015Customer Dispute
August 2009Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Glenn sells insurance products for multiple carriers, dedicating about 10-20% of his time to this activity. He is also a musician selling CDs, an advisor for International Assets Investment Management LLC (taking nearly full-time), a consultant providing referrals between film producers and finance companies, and a consultant/partner for Sainte Simian Associates, LLC.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
Moore & Schley/meeker Sharkey Group INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.