A complete list of active advisors currently associated with International Asset Management, Inc.

Warmer can help you find a great advisor at International Asset Management, Inc. or one who fits your needs even better.

International Asset Management, Inc. provides financial planning and portfolio management services primarily to individual, non‑high‑net‑worth clients, as described in its Form ADV Part 2. The firm accepts a variety of engagement types and fee arrangements, including hourly billing, fixed‑fee projects, and percentage‑of‑AUM arrangements. The firm operates as a solo practitioner practice that combines one‑on‑one planning engagements with ongoing portfolio management and periodic account reviews. Its brochure indicates investment recommendations are tailored to individual client objectives and implemented through direct management of client accounts rather than pooled private funds. Compared with peers, the firm is small—managing about $16.4 million in regulatory assets for roughly 15 clients—and unusually flexible in fee formats, which is uncommon among similar advisers. The absence of private fund advisory activity and the explicit offering of hourly and fixed‑fee financial planning mark its service model as distinctive within its category.

To learn more about the advisors currently working at International Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.