Paul Karabatsos
Paul Karabatsos is a registered investment advisor at International Assets Investment Management, LLC, based in Avon, OH, with 28 years of industry experience. Paul 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
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
Avon, OH
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2025Customer Dispute
May 2004Other Business Activities
Paul coaches basketball at Holy Trinity School, spending a few hours per week on this activity. He receives no income from this role.
Employment History
Current Registrations
International Assets Investment Management, LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Firstmerit Securities, INC.Broker
Prudential Securities IncorporatedBroker
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.
Exams
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