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They include 3,798 individual clients, 2,073 high-net-worth individuals, and 90 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does International Assets Investment Management offer?","answer":"International Assets Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does International Assets Investment Management charge?","answer":"International Assets Investment Management charges up to 3.00% a year for its Investment Advisory Services. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $50,000.","source":"IAIM ADV PART 2A 7.01.2025, filed 30 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does International Assets Investment Management use?","answer":"International Assets Investment Management’s separately managed account assets are held at RBC Capital Markets, LLC (New York, NY), with $104M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does International Assets Investment Management have?","answer":"International Assets Investment Management has 124 investment adviser representatives registered with state securities authorities, out of 124 employees, and 113 perform investment advisory functions. 90 employees are registered representatives of a broker-dealer and 95 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does International Assets Investment Management invest in?","answer":"At the end of its last fiscal year, International Assets Investment Management’s separately managed accounts held 47% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does International Assets Investment Management have a minimum investment?","answer":"Yes, International Assets Investment Management’s minimum account size for its Investment Advisory Services is $50K.","source":"IAIM ADV PART 2A 7.01.2025, filed 30 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns International Assets Investment Management?","answer":"International Assets Investment Management’s direct owner is Pecunia Management, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does International Assets Investment Management get paid?","answer":"International Assets Investment Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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