Donald Gunn
Donald Gunn is a registered investment advisor at International Assets Investment Management, LLC, based in Tampa, FL, with 40 years of industry experience. Donald 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
8309 Gunn Highway, Tampa, FL, 33626
Get directionsHistory
Regulatory History (9)
Financial
June 2023Financial
June 2022Customer Dispute
March 2021Customer Dispute
July 2013Customer Dispute
April 2010Customer Dispute
April 2010Customer Dispute
March 2010Customer Dispute
February 2010Regulatory
January 1996Other Business Activities
Donald is the CEO and 35% owner of Rockport Global, LLC, dedicating nearly full-time hours to this role since 2011. He also works as an advisor for International Assets Investment Management LLC, spending a significant amount of time there.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Anderson & Strudwick, IncorporatedBroker
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sovereign Equity Management CORP.Broker
W.J. Gallagher & Company, INC.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations21 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.