Shannan Denison
Shannan Denison is a registered investment advisor at International Assets Investment Management, LLC, based in Grand Rapids, MI, with 24 years of industry experience. Shannan 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
The Waters Building 161 Ottawa Ave., STE 112M, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2024Employment Separation After Allegations
March 2013Employment Separation After Allegations
December 2011Other Business ActivitiesSells Insurance
Shannan operates Denison Financial as a sole proprietor for business expenses. Shannan is also a medical insurance broker for BSBC, spending minimal time on this, and is affiliated with International Assets Investment Management LLC, dedicating about half their time. Additionally, Shannan is involved in various volunteer and business activities, including serving on the Grand Valley State University Alumni Board and being a joint owner of a rental property management company.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.