Patrick Egan
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 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
Alhambra, CA
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Regulatory History (7)
Customer Dispute
July 2025Customer Dispute
July 2024Customer Dispute
March 2024Customer Dispute
December 2023Customer Dispute
July 2023Customer Dispute
May 2023Civil
June 2022Employment History
Current Registrations
International Assets Investment Management, LLC
Global Assets Advisory, LLC
Previous Registrations
Coordinated Wealth Management, LLC
Western International Securities
Western International Securities
Western International Securities, INC.Broker
State Registrations1 state
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.