Aaron Knoll
Aaron Knoll is a registered investment advisor at International Assets Investment Management, LLC, based in Orlando, FL, with 23 years of industry experience. Aaron 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Aaron is the president and 20% owner of Rockport Global, LLC, and an advisor at International Assets Investment Management LLC, dedicating full-time hours to these roles. He also has part ownership in Knälters, LLC and K941, LLC for investment property holdings, and works as a craftsman in his spouse's furniture business, spending minimal time on each of these activities.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
First Brokerage America, L.L.C.
First Brokerage America, L.L.C.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 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.