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Andrew Blackwell

41 Years of Experience
3 DisclosuresBroker

Andrew Blackwell is a registered investment advisor at International Assets Investment Management, LLC, based in Fishers, IN, with 41 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,961 clients with $2.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
5,961 clients
Average Client Portfolio
$431K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)

IAIM charges an annual asset-based investment advisory fee up to 3.00%, negotiated between the client and the investment advisor representative (IAR). The fee depends on factors like the size of the relationship, inclusion/exclusion of transaction fees, and complexity of services. Fees are typically based on the market value of assets under management at the end of the prior month or quarter, but may be offered as a fixed quarterly fee. Clients also pay transaction fees for each trade, including no-transaction-fee mutual funds. IAIM may recommend third-party asset managers (TPAMs), in which case the client's overall fees will include IAIM's fee plus the TPAM's fees.

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Location

11 Municipal Drive, Suite 200, Fishers, IN, 46038

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2020
Judgment / Lien
August 2016
Judgment / Lien
October 2012
Other Business Activities

Andrew is affiliated with International Assets Investment Management, LLC as an advisor since 2019, dedicating nearly full-time hours. He is also a co-owner involved in marketing and advertising for Blacorusa, LLC, spending a few hours per week.

Employment History
Current Registrations
International Assets Investment Management, LLC
February 2019 - Present · 7 yrs 2 mos
International Assets Advisory, LLCBroker
February 2019 - Present · 7 yrs 2 mos
Previous Registrations
Sanctuary Advisors, LLC
May 2016 - March 2019 · 2 yrs 10 mos
David A. Noyes & CompanyBroker
May 2016 - March 2019 · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
August 2010 - May 2016 · 5 yrs 9 mos
Raymond James & Associates, INC.
August 2010 - May 2016 · 5 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
May 2005 - June 2009 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Morgan Stanley
December 1998 - June 2005 · 6 yrs 6 mos
Morgan Stanley Dw INC.Broker
January 1988 - June 2005 · 17 yrs 5 mos
Moseley Securities CorporationBroker
July 1984 - January 1988 · 3 yrs 6 mos
State Registrations4 states
AZFLINSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.