Robert Taylor
Robert Taylor is a registered investment advisor at International Assets Investment Management, LLC, based in Oklahoma City, OK, with 37 years of industry experience. Robert 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
13100 N. Macarthur Blvd., Oklahoma City, OK, 73142
Get directionsHistory
Regulatory History (7)
Customer Dispute
December 2023Judgment / Lien
October 2021Regulatory
July 2017Criminal
December 2015Customer Dispute
February 2006Customer Dispute
May 2003Employment Separation After Allegations
October 1990Other Business Activities
Robert is the President of Choice Financial Services, Inc., a private label entity for securities business, dedicating nearly full-time hours to this role. He also works as an instructor for the Society of Financial Awareness, providing free financial literacy seminars.
Employment History
Current Registrations
International Assets Investment Management, LLC
Previous Registrations
International Assets Investment Management, LLC
International Assets Investment Management, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Mony Securities CORP.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.