Andrew Elsoffer
Andrew Elsoffer is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 30 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
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 (11)
Regulatory
February 2022Customer Dispute
February 2020Customer Dispute
July 2019Employment Separation After Allegations
October 2018Customer Dispute
March 2016Customer Dispute
February 2016Employment Separation After Allegations
October 2011Customer Dispute
August 2009Customer Dispute
February 2005Customer Dispute
March 2004Customer Dispute
September 2002Other Business Activities
Andrew is a varsity soccer coach at Shaker Heights High School since 2018, dedicating a few hours per week. He is also a member/owner of Abe Wealth Management, LLC, a private label entity for his financial business, dedicating nearly full-time hours.
Employment History
Current Registrations
International Assets Investment Management, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.