Stephen Pavlich
Stephen Pavlich is a registered investment advisor at International Assets Investment Management, LLC, based in Boardman, OH, with 38 years of industry experience. Stephen 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
8090 Market Street, Suite 3, Boardman, OH, 44512
Get directionsHistory
Regulatory History (2)
Regulatory
August 2021Employment Separation After Allegations
March 2021Other Business ActivitiesSells Insurance
Stephen is an auditor for SNPJ Fraternal Lodge 153 and treasurer for Auburn Hills Condo Assoc #2, each requiring minimal time. He also works as a life insurance sales agent, dedicating minimal time to this activity.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations3 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.