Gregory Harrison
Gregory Harrison is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 15 years of industry experience. Gregory 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2022Other Business Activities
Gregory is a co-owner of The Olde Towne Store, an advisor with International Assets Investment Management LLC, and owner/member of Harrison Financial Management, LLC. He also holds various positions in community organizations and a real estate holding company, taking about 10-20% of his time with the store, about a quarter of his time with International Assets, and about half his time with Harrison Financial Management.
Employment History
Current Registrations
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations17 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.