International Assets Advisory, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
101
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
International Assets Advisory (IAA) is a registered investment advisor that provides portfolio management, advisory, and consulting services to institutions. IAA works with issuers and sponsors of institutional and private offerings, as well as businesses and other institutions. IAA does not manage investments for individual clients. IAA's services are provided on a non-discretionary basis, meaning the client makes the final investment decisions.
Fee Structure
IAA provides portfolio management and advisory services to institutions, charging a fee that is typically a percentage of the assets held in the institution's account. The specific fee varies depending on the services chosen by the institution. Additional fees are charged for additional services. IAA's fees are negotiable and agreed upon prior to entering into a contract. IAA also offers consulting services, typically charging an hourly fee, but reserves the right to charge an annual fee based on a percentage of the institution's investment assets.
Areas of Practice
Location
111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801