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Andrew Blackwell

International Assets Investment Management, LLC
42 Years of Experience
Fishers, IN
3 DisclosuresBroker
View SEC Summary
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Andrew Blackwell is a registered investment advisor at International Assets Investment Management, LLC, based in Fishers, IN, with 42 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,961 clients with $2.6B in assets under management.

International Assets Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
5,961 clients
Average Client Portfolio
$431K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11 Municipal Drive, Suite 200, Fishers, IN, 46038

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2020
Judgment / Lien
August 2016
Judgment / Lien
October 2012
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew is affiliated with International Assets Investment Management, LLC as an advisor since 2019, dedicating nearly full-time hours. He is also a co-owner involved in marketing and advertising for Blacorusa, LLC, spending a few hours per week.

Employment History
Current Registrations
International Assets Investment Management, LLC
February 2019 - Present · 7 yrs 8 mos
International Assets Advisory, LLCBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Sanctuary Advisors, LLC
May 2016 - March 2019 · 2 yrs 10 mos
David A. Noyes & CompanyBroker
May 2016 - March 2019 · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
August 2010 - May 2016 · 5 yrs 9 mos
Raymond James & Associates, INC.
August 2010 - May 2016 · 5 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
May 2005 - June 2009 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Morgan Stanley
December 1998 - June 2005 · 6 yrs 6 mos
Morgan Stanley Dw INC.Broker
January 1988 - June 2005 · 17 yrs 5 mos
Moseley Securities CorporationBroker
July 1984 - January 1988 · 3 yrs 6 mos
State Registrations4 states
AZFLINSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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