International Investments & Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,120,003
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$112,000
About
International Investments & Consulting LLC is a state-registered, fee-only investment adviser that provides investment advisory, wealth management, portfolio and treasury management, financial planning, and consulting services to individuals, retirement plans, corporations, and other business entities. The firm operates as a fiduciary and relies on third‑party custodians for asset custody, typically recommending Interactive Brokers as a trading and clearing platform.
The firm develops individualized investment plans and employs proprietary strategies across stocks, bonds, ETFs and other instruments, using fundamental, quantitative and technical analysis; its approach can include long‑term strategic allocation as well as tactical or short‑term trading techniques. Accounts are ordinarily managed on a discretionary basis (the brochure reports $170,000 in discretionary assets under management as of August 18, 2023), though non‑discretionary arrangements are available by agreement.
Noteworthy aspects of the firm include an explicit international orientation and a substantive focus on business and institutional clients, offering services such as corporate treasury consulting, international trade and FX hedging advice, and assistance with establishing funds or special purpose entities. The firm also makes negotiable performance‑based fee arrangements available to qualified investors and places emphasis on client education through adviser‑led training and written performance materials.
Client services
Expertise
Fee options
Financial planning and consulting services may be charged as a flat fee, negotiated case-by-case.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Standard rate of $200.00/hour for financial planning and consulting services.
Performance-based fees up to 15% of net gains, charged quarterly to qualified investors based on capital gains or capital appreciation.
Account minimum: $100,000 Fee-only: Financial planning fees charged on an hourly basis at a standard rate of $200/hour or as a flat fee, negotiated case-by-case.
Main office location
International Investments & Consulting LLC
Sunny Isles Beach FL, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")