Emmanuel Leak
Emmanuel Leak is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 17 years of industry experience. Emmanuel 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
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History (1)
Employment Separation After Allegations
September 2016Other Business Activities
Emmanuel is the President and 100% owner of ECL Private Wealth Management, LLC, a DBA for his securities business, since 2016. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLC
International Assets Advisory, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations13 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.