International Assets Investment Management, LLC
International Assets Investment Management (IAIM) offers investment advice and portfolio management to individuals, high net worth individuals, pensions, profit plans, charitable organizations, corporations, and other business entities. IAIM provides customized wealth management solutions through continuous personal client contact and interaction while providing discretionary and non-discretionary investment management and related advisory services. IAIM also offers referrals to third-party wrap fee programs and financial planning and consulting services. IAIM's independent investment advisor representatives (IARs) have flexibility in implementing investment strategies.
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.