Robert Lindbloom
Robert Lindbloom is a registered investment advisor at International Assets Investment Management, LLC, based in Medford, OR, with 19 years of industry experience. Robert 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
Medford, OR
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Regulatory History (4)
Employment Separation After Allegations
April 2019Employment Separation After Allegations
March 2015Employment Separation After Allegations
January 2015Customer Dispute
October 2008Other Business Activities
Robert is the owner/president of Lindbloom Investment Services, LLC, a private label entity for financial services, dedicating nearly full-time hours. He is also a troup committee member for Boy Scouts of America (minimal time), airline ground crew (about 10-20% of his time), and an advisor with International Assets Investment Management LLC (nearly full-time).
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Umpqua Investments, INC.
Umpqua Investments, INC.Broker
Edward JonesBroker
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.