Adam Bell
Adam Bell is a CFP-designated registered investment advisor at International Assets Investment Management, LLC, based in Daphne, AL, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.
Fee Estimator
Location
9812 Millwood Circle, Daphne, AL, 36527
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business Activities
Adam works as an investment consultant for Rockbridge Wealth Management and as an advisor for International Assets Investment Management LLC, dedicating full-time hours to each role. Neither activity appears to involve insurance sales.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
Wfg Advisors, LP
Rockbridge Asset Management, LLC
Wfg Investments, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations29 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.
Exams
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