Russell Blum
Russell Blum is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 41 years of industry experience. Russell 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
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2020Employment Separation After Allegations
August 2018Customer Dispute
May 2016Customer Dispute
May 2016Criminal
December 1985Other Business Activities
Russell is a managing partner in a real estate investment company, dedicating minimal time to it. He is also an advisor with International Assets Investment Management LLC, spending about a quarter of his time there, and a board member of Nor' West Condo Assn, spending minimal time.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Ids Marketing CorporationBroker
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.