PE
PE
Patrick Egan
28 Years of Experience
Alhambra, CA
7 Disclosures
Patrick Egan is a registered investment advisor at International Assets Investment Management, LLC, based in Alhambra, CA, with 28 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
5,961 clients
Average Client Portfolio
$431K average
Assets Under Management
$2.6B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Alhambra, CA
Get directionsHistory
Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025Settled
Customer Dispute
July 2024Denied
Customer Dispute
March 2024Settled
Customer Dispute
December 2023Settled
Customer Dispute
July 2023Settled
Customer Dispute
May 2023Settled
Civil
June 2022Final
Employment History
Current Registrations
International Assets Investment Management, LLC
May 2025 - Present · 1 yr 5 mos
Global Assets Advisory, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Coordinated Wealth Management, LLC
May 2015 - May 2019 · 4 yrs
Western International Securities
July 2007 - April 2025 · 17 yrs 9 mos
Western International Securities
February 2000 - May 2007 · 7 yrs 3 mos
Western International Securities, INC.Broker
January 1998 - April 2025 · 27 yrs 3 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.
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