Brandon Barile
Brandon Barile is a CFP-designated registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 29 years of industry experience. Brandon 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
June 2012Customer Dispute
April 2009Customer Dispute
October 2008Customer Dispute
March 2000Other Business Activities
Brandon is a registered representative at Rockport Global, LLC and an advisor at International Assets Investment Management LLC, dedicating about half his time to these roles. He also works as an agent for Stryde/GMS Savings Solutions, spending a few hours per week, and is involved in two networking groups, dedicating minimal time to those activities.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Josephthal & CO., INC.Broker
Abbey-Ashford Securities, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
State Registrations12 states
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.