Jared Urbantke
Jared Urbantke is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 3 years of industry experience. Jared 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
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is an agent at C A Ross Insurance Agency, LLC, a commercial and personal insurance firm, and also dedicates time to other activities including being a board member of Concho Valley Tennis Assoc., a professional tennis instructor, an advisor at International Assets Investment Management LLC, and operating C A Ross Wealth Management Group. He spends about 10-20% of his time as a tennis instructor, about a quarter of his time as an advisor at International Assets Investment Management LLC, and nearly full-time operating C A Ross Wealth Management Group.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
State Registrations9 states
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