Ian Morales
Ian Morales is a registered investment advisor at Corinthian Partners Asset Management LLC, based in Clearwater, FL, with 22 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 299 clients with $63M 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 | 2.00% |
Fees are negotiable and typically structured up to 2.0% of assets. Fees are calculated quarterly in advance based on billable assets including margin.
Fee Estimator
Location
1727 Coachman Plaza Drive, Suite 114, Clearwater, FL, 33759
Get directionsHistory
Regulatory History (29)
Customer Dispute
October 2020Customer Dispute
October 2020Customer Dispute
May 2020Financial
March 2020Customer Dispute
October 2019Customer Dispute
October 2019Customer Dispute
August 2019Customer Dispute
August 2019Customer Dispute
June 2019Customer Dispute
March 2019Customer Dispute
January 2019Customer Dispute
November 2018Customer Dispute
July 2018Customer Dispute
June 2018Customer Dispute
June 2018Customer Dispute
April 2018Customer Dispute
March 2018Customer Dispute
October 2017Customer Dispute
July 2017Customer Dispute
March 2016Customer Dispute
March 2016Customer Dispute
February 2016Customer Dispute
January 2016Customer Dispute
October 2015Customer Dispute
October 2015Customer Dispute
August 2015Customer Dispute
December 2014Customer Dispute
September 2014Customer Dispute
August 2014Employment History
Current Registrations
Corinthian Partners Asset Management LLC
Previous Registrations
International Assets Investment Management, LLC
Morgan Stanley
Morgan StanleyBroker
Popular Securities, LLC
Popular Securities, INC.
Popular Securities, LLCBroker
Popular Securities, INC.
Citigroup Global Markets 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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