Daniel Vanskiver
Daniel Vanskiver is a registered investment advisor at International Assets Investment Management, LLC, based in Grand Rapids, MI, with 25 years of industry experience. Daniel 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
5075 Cascade Rd SE, Suite M, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (2)
Regulatory
April 2024Employment Separation After Allegations
August 2022Other Business Activities
Daniel is the owner/advisor for Pathlight Investment Advisors, a private label entity for his financial business, dedicating nearly full-time hours. He also serves in various roles including Dream Team Director for Make A Wish of Michigan, President of the Board for Forest Hills Central High School Crew Board, Real Estate Agent for Grassroots Realty/Bellabay, and Treasurer on the Board of Directors for CUES4SUCCESS.
Employment History
Current Registrations
International Assets Investment Management, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
New England SecuritiesBroker
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.