International Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$171,183,000
Clients
188
Advisors
5
across 3 offices
About
International Asset Management is a team-based registered investment adviser that serves primarily individual clients, including high-net-worth and expatriate investors, as well as other advisory firms and small businesses. The firm offers discretionary portfolio management, model-based portfolio advisory, comprehensive wealth services, financial planning, and project-based financial consulting, and manages roughly $173 million for about 188 clients through a five-advisor team.
IAM’s investment practice emphasizes a global approach for clients living or investing internationally, with explicit attention to currency hedging, cross-border tax effects, and benchmarked performance reviews; it provides continuous discretionary management as well as model-based periodic advice and quarterly reporting. The firm also gives qualifying clients the option to elect a performance-based compensation arrangement measured against an agreed benchmark with carryforward protections, in addition to its asset-based fee option.
Compared with peers, IAM’s operations are notable for its international affiliations and service model: it is affiliated with a Spanish-registered advisory firm and holds ownership interests in other international adviser entities, collects and remits fees and VAT on behalf of its European affiliate, and routinely works with custodians and platforms (including Interactive Brokers) to serve clients in jurisdictions where larger U.S. custodians have limited reach. The firm also curates concierge and cross-border services (for example, assistance with U.S. banking and check depositing) and draws on in-house tax and insurance expertise to address expatriate and other non-U.S. client needs.
Client services
Expertise
Fee options
Financial Planning fees between $1,500 and $3,000 based on complexity; yearly updates $500 or negotiated rate
$0 - $500,000: 1.5% (Portfolio Management) $500,000 - $1,000,000: 1.25% (Portfolio Management) $1,000,000+: 1.0% (Portfolio Management) $0 - $1,000,000: 1.00% (Portfolio Advisory) $1,000,000 - $2,000,000: 0.85% (Portfolio Advisory) $2,000,000+: 0.70% (Portfolio Advisory) $0 - $500,000: 2.0% (Comprehensive Service) $500,000 - $1,000,000: 1.5% (Comprehensive Service) $1,000,000+: 1.0% (Comprehensive Service) $0 - $500,000: 0.75% (EuroAmerican Financial Advisors clients inclusive of VAT) $500,000 - $1,000,000: 0.5% (EuroAmerican Financial Advisors clients inclusive of VAT) $1,000,000+: 0.25% (EuroAmerican Financial Advisors clients inclusive of VAT) $0 - $500,000: 1.0% (Portfolio Management Performance Fee AUM tier with performance fee) $500,000 - $1,000,000: 0.75% (Portfolio Management Performance Fee AUM tier with performance fee) $1,000,000+: 0.5% (Portfolio Management Performance Fee AUM tier with performance fee) $0 - $500,000: 1.5% (Comprehensive Service Performance Fee AUM tier with performance fee) $500,000 - $1,000,000: 1.0% (Comprehensive Service Performance Fee AUM tier with performance fee) $1,000,000+: 0.5% (Comprehensive Service Performance Fee AUM tier with performance fee)
Performance fee up to 20% of capital appreciation in excess of benchmark for qualifying clients (with AUM fee reductions)
Account minimum: $400,000 Minimum fee: Portfolio Advisory standard minimum fee of $2,000/year
Main office
See office411 Borel Avenue, Suite 502
San Mateo CA 94402
Advisors at this office
3
Offices (3)
Most active in
California · Texas
Also doing business as
Individual Asset Management, Inc · International Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Laura T
Series 63
Menlo Park, CA
International Asset Management
Laura Thomas is a financial advisor at International Asset Management with nine years of industry experience. She holds a Series 63 designation and has worked at Individual Asset Management since 2016. International Asset Management is a team-based registered investment adviser serving individual clients, including high-net-worth and expatriate investors, as well as advisory firms and small businesses. The firm employs a global investment approach with services such as discretionary portfolio management, financial planning, and cross-border consulting.
Dusan Z
CFP®, CFA®, Series 65
Emerald Hills, CA
International Asset Management
Dusan Zachystal is a CFP®, CFA®, and Series 65-licensed advisor with 23 years of industry experience. He has been with Individual Asset Management, Inc. since 2002. His other business activities include providing UK pension consulting services to U.S. resident clients and referring them to UK pension transfer and management firms. International Asset Management serves individual and high-net-worth clients, focusing on U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, financial planning, and wealth management, employing a global investment approach that includes currency hedging and attention to cross-border tax considerations.
Shane C
Series 65
San Mateo, CA
International Asset Management
Shane Clark is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with International Asset Management and serves as an Investment Advisor Representative and Chief Compliance Officer at Odyssey Wealth LLC. Clark’s prior work includes a position at Cross Border Planning. International Asset Management is a team-based registered investment adviser serving individual clients, high-net-worth and expatriate investors, other advisory firms, and small businesses. The firm emphasizes a global investment approach with attention to currency hedging and cross-border tax considerations, managing approximately $173 million for about 188 clients.
Scott S
CFP®, Series 63, Series 65
San Mateo, CA
International Asset Management
Scott Schwartz is a CFP® with 23 years of industry experience, currently serving as the sole advisor at EntentVest Inc. He has worked at various firms including Alexander Beard (USA) LLC and American Airlines. Outside of financial advising, Schwartz is a licensed pilot and flight instructor, serves on the Board of Directors and as President of the Rotary Club, and is the author of *Investing in a New Climate: A Sustainable Approach to Investing & Living in a New Climate*. EntentVest Inc. provides discretionary portfolio management, financial planning, and pension and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes sustainable (ESG) investing and utilizes a digital platform for automated trading, rebalancing, and reporting, offering institutional-level services uncommon for an independent firm of its size.
Marian W
Series 63, Series 65
San Mateo, CA
International Asset Management
Marian Wellman is a financial advisor with International Asset Management in San Mateo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Individual Asset Management, Inc. since 2006. Outside of advising, she operates a tax preparation business focused on U.S. tax services for clients in Mexico. International Asset Management serves individual and high-net-worth clients, particularly U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, wealth planning, and financial consulting with a global investment approach that includes attention to currency hedging and cross-border tax considerations.
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