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 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.
Fee Estimator
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, LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations4 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.
Exams
More Advisors
- Christopher Depaola, CFPMML Investors Services, LLC
- Paul Finch, CFP, ChFCLPL Financial LLC
- Michael Tringhese, CFPPNC Wealth Management
- Michael Sabelli, CFPSaxony Capital Management, LLC
- Donald Samuels, CFPOsaic Wealth, INC.
- Zel Bush, ChFC