International Assets Investment Management, Llc
111 NORTH ORANGE AVENUE, Orlando, Florida 32801
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
at the end of each prior quarter or at a fixed quarterly fee. Fees range up to 3.00% annually and may be negotiable depending on the size and complexity of the Plan. Retirement plan accounts custodied directly with a third party, such as a mutual fund company or insurance carrier shall b
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 50 disclosures on record with the SEC.
Criminal disclosures; Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.