AF
AF

Alexander Fullerton

12 Years of Experience
Cooper City, FL
Broker

Alexander Fullerton is a registered investment advisor at International Assets Investment Management, LLC, based in Cooper City, FL, with 12 years of industry experience. Alexander 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
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

11011 Sheridan Street, Suite 212, Cooper City, FL, 33026

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
International Assets Investment Management, LLC
June 2024 - Present · 2 yrs 4 mos
International Assets Advisory, LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Newedge Advisors
June 2022 - May 2024 · 1 yr 11 mos
LPL Financial LLCBroker
June 2022 - June 2024 · 2 yrs
Ameriprise Financial Services, LLC
January 2021 - June 2022 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
January 2021 - June 2022 · 1 yr 5 mos
Planmember Securities Corporation
April 2019 - January 2021 · 1 yr 9 mos
Planmember Securities CorporationBroker
January 2017 - January 2021 · 4 yrs
Metlife Securities INC.Broker
March 2011 - July 2013 · 2 yrs 4 mos
State Registrations3 states
AZFLWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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