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Chandis Ferguson II

Advisor at International Assets Investment Management, LLC

Updated today

Location

Russell, KY

Credentials

Series 63, Series 65

Industry experience

30 years

About

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Client services

Based on International Assets Investment Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on International Assets Investment Management, LLC

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on International Assets Investment Management, LLC

Founder/Business Owner

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Fee options

Fixed

Negotiated fixed fees for financial planning engagements based on expected hours

Percentage

$0+: Up to 3.00% annually (negotiable, customized fees) $50,000+: Fee related to retirement plan advisory fees up to 3.00% annually (negotiable)

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Fee-only for Wrap Fee Programs via third parties (RBC Advisor, RBC Unified Portfolio, RBC Consulting Services)

Location

Russell, KY

Most active in

Kentucky

Work history

International Assets Advisory, LLC

2016 - Present (10 years)

Platinum Investments, Llc. (Dba)

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Income planning General tax planning Life insurance needs analysis
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Options & derivatives strategies Concentrated stock management Retirement income strategy
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Series 63, Series 65

Ashland, KY

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Options & derivatives strategies Concentrated stock management Retirement income strategy
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Huntington, WV

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Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments
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Michael H

CFP®, Series 66

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Founder/Business Owner Retired
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Christopher H

Series 63, Series 65

Flatwoods, KY

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Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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