International Asset Management, Inc. provides financial planning and investment management services to individuals, high net worth individuals, corporate clients, estates, trusts, and pension and profit sharing plans. Financial planning includes advice on various areas such as family records, budgeting, insurance, investments, tax planning, retirement planning, and estate planning. Investment management is offered on a discretionary basis, with fees based on a percentage of assets under management. Hourly consultation services are also available.
Assets Under Management$17M
Clients15
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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