Eilesia Dixon
Eilesia Dixon is a CFP-designated registered investment advisor at International Assets Investment Management, LLC, based in Monroe, LA, with 23 years of industry experience. Eilesia 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
1900 Auburn Avenue, Suite E, Monroe, LA, 71201
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Eilesia is an advisor with International Assets Investment Management LLC since 2020, dedicating about a quarter of her time to this role. She also serves as treasurer for Louisiana Hunters for Heroes, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.