I
International Discount Investors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,864,173
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
66
23% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
HighAverage account size
$816,124
About
The firm provides investment supervisory services and individual portfolio management to individuals (including both non-high-net-worth and high-net-worth clients), charitable organizations, and corporations, managing roughly $53.9 million in discretionary assets for 66 clients. Services begin with personal discussions to establish an investment policy statement and continue with ongoing discretionary portfolio management tailored to each client’s objectives, time horizon, risk tolerance, and liquidity needs.
Investment decisions draw on a mix of fundamental and technical analysis, mutual fund and ETF selection, and asset-allocation principles, and the firm may implement long-term, short-term or trading strategies as appropriate; margin transactions are used when consistent with client objectives. Accounts are monitored continuously and formally reviewed at least quarterly, and clients may impose reasonable investment restrictions while the firm typically acts with discretionary authority.
Noteworthy features include a client base that explicitly includes corporate and charitable clients in addition to individuals, a mix that is statistically uncommon for firms of this structure, and a long operating history with no disciplinary disclosures. The firm’s personnel are licensed to sell insurance and may receive commissions for those sales (with advance disclosure and a policy preventing simultaneous commission and advisory fees on the same assets), and the firm requires custody through an institutional Schwab platform and uses block trade aggregation and related institutional services.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1% annually
Commissions on insurance products sold by the principal in his individual capacity, with disclosure and no dual fees on same assets
Main office location
International Discount Investors
Dandridge TN, United States
Number of offices
1
Most active in
International Discount Investors has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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