Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers wrap fee programs where you pay a single fee for advisory services and transactions. The total fee includes a program fee, an advisor fee (negotiated, up to 3.00%), and potentially a manager fee (for FSP, SMA, and UMA programs). Fees are billed quarterly in advance. "Householding" multiple accounts may qualify you for lower fees. The minimum account size varies from $2,000 to $150,000 depending on the program. An additional charge of up to 0.10% may apply for certain tax management services, ESG or socially responsible screening, or other portfolio customization.
Areas of Practice
Advisor Information
Office location
929 Santa Barbara Street, Santa Barbara, CA, 93101-2106
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an officer/director of Vida Wealth Partners, a DBA used for marketing, and Vida Wealth Partners (RIA), a state-registered investment advisor, dedicating nearly full-time hours to these activities. He is also an insurance agent, spending minimal time on this.