John Bodnar
John Bodnar is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 45 years of industry experience. John 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 (8)
Judgment / Lien
March 2018Regulatory
April 2017Judgment / Lien
April 2017Employment Separation After Allegations
January 2017Customer Dispute
August 2016Judgment / Lien
January 2015Customer Dispute
September 2009Customer Dispute
March 1999Other Business Activities
John is an advisor with International Assets Investment Management LLC since 2017, spending about half of his time there. He is also an independent financial advisor since 2019 and owner of Vermont Wealth Management since 2020, dedicating nearly full-time hours to each.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
State Registrations8 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.