Individual Asset Management, operating as International Asset Management (IAM), offers portfolio management, portfolio advisory, comprehensive service, financial planning, and financial consulting. IAM focuses on portfolio management for expatriate clients, paying particular attention to currency hedging, tax effects, and global investment programs. The Comprehensive Service is available to clients with over $2,000,000 under management and includes ongoing financial planning and concierge services.
Fee Structure
International Asset Management offers several investment management options:
- Portfolio Management: Fees are based on the amount of your portfolio:
- 1.5% per year on the portion of your portfolio under $500,000
- 1.25% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
- Portfolio Advisory: Fees are the greater of $2,000/year or:
- 1.00% per year on the portion of your portfolio under $1,000,000
- 0.85% per year on the portion of your portfolio between $1,000,000 and $2,000,000
- 0.70% per year on the portion of your portfolio over $2,000,000
- Comprehensive Service: Fees are based on the amount of your portfolio:
- 2.0% per year on the portion of your portfolio under $500,000
- 1.5% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
Former clients of Odyssey Wealth Management pay 0.75% per year. EuroAmerican Financial Advisors clients pay 0.5% per year. Some clients may qualify for a performance-based fee structure.