Michael Walker
Michael Walker is a registered investment advisor at International Assets Investment Management, LLC, based in La Crescenta Blvd., CA, with 26 years of industry experience. Michael 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
3959 Foothill Blvd, Suite 204, La Crescenta Blvd., CA, 91214
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2022Other Business Activities
Michael is an advisor with International Assets Investment Management LLC since 2022, dedicating about a quarter of his time to this role. He is also the owner/advisor of MCW Wealth Management since 2022, spending more than full-time hours on this business.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 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.