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Christopher Lane

International Assets Investment Management, LLC
18 Years of Experience
Lubbock, TX
3 Disclosures
View SEC Summary
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Christopher Lane is a registered investment advisor at International Assets Investment Management, LLC, based in Lubbock, TX, with 18 years of industry experience. Christopher 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.

International Assets Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
5,961 clients
Average Client Portfolio
$431K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lubbock, TX

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2023
Regulatory
July 2008
Final
Criminal
January 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is an advisor with International Assets Investment Management LLC since 10/2023, dedicating about a quarter of his time. He is also a financial advisor with Lane Wealth Management since 2012, which takes significantly more than full-time hours.

Employment History
Current Registrations
International Assets Investment Management, LLC
October 2023 - Present · 3 yrs
Previous Registrations
International Assets Advisory, LLCBroker
October 2023 - October 2024 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2023 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2023 · 13 yrs 10 mos
Wells Fargo Advisors, LLCBroker
April 2008 - November 2009 · 1 yr 7 mos
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
July 2007 - January 2008 · 6 mos
A. G. Edwards & Sons, INC.Broker
June 2007 - January 2008 · 7 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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