IAG charges fees based on the services provided, and fees are negotiable. Financial planning fees can be up to $300 per hour or up to $25,000 per year as a flat fee. Investment management fees are generally 1.25%, and capped at 2% when utilizing 3rd Party Manager strategies, annually of AUM billed quarterly in advance. Third-party managers also assess their own fees. For the META product IAG provides through Intelliflo, the fee is an additional 50bps in addition to advisory fees owed to IAG.
Saint Augustine, FL
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