Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFI and IARs are compensated for investment management via an annual asset-based advisory fee. Fees are negotiable and may differ among clients. Fees can be calculated on a tiered or flat rate schedule. The maximum advisory fee an IAR may charge is determined by CFI or the TPMM. In addition to the advisory fee, clients may incur custodial fees, transfer fees, internal fund fees, TPMM investment management fees, and other administrative fees.
Areas of Practice
Advisor Information
Office location
799 Overlook Drive, Winter Haven, FL, 33884
Get directionsRegulatory History (5)
Customer Dispute
April 2024Customer Dispute
October 2023Customer Dispute
July 2023Customer Dispute
January 2023Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Donna is an Investment Adviser Representative with Ingram Advisory Services, dedicating about half her time to managing client investments. She is also the Owner/Chief Operational Officer/Insurance Agent for Ingram Financial Group, Inc., spending a few hours per week selling fixed annuities.