Justin Gerow
Justin Gerow is a registered investment advisor at International Assets Investment Management, LLC, based in Punta Gorda, FL, with 22 years of industry experience. Justin 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
403 Sullivan Street, Suite 111, Punta Gorda, FL, 33950
Get directionsHistory
Regulatory History (5)
Regulatory
May 2025Customer Dispute
November 2024Regulatory
September 2024Employment Separation After Allegations
May 2023Customer Dispute
September 2009Employment History
Current Registrations
International Assets Investment Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Primerica Advisors
PFS Investments 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.
Exams
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