Joseph Rothstein
International Asset Management · Laredo, Texas
Joseph Rothstein is a fee-only financial advisor at International Asset Management in Laredo, Texas. International Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | International Asset Management |
|---|---|
| Based in | Laredo, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.4M across 15 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4460627 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- International Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Joseph
Is Joseph Rothstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and International Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, International Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Rothstein based?
Joseph Rothstein is based in Laredo, Texas.
Is Joseph Rothstein registered with the SEC?
Yes. Joseph Rothstein is registered as an investment adviser representative in TX (CRD 4460627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does International Asset Management manage?
International Asset Management reports $16.4M across 15 accounts in assets under management.
How do I contact Joseph Rothstein?
Contact details aren't on file yet. Search for International Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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