Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers wrap fee programs where a single fee covers advisory services and transactions. The total fee includes a program fee, advisor fee (negotiable, up to 3.00%), and potentially a manager fee (FSP, SMA, UMA programs). Fees are billed quarterly in advance, based on the account's market value. Clients can household multiple accounts to qualify for lower fees. An additional charge of up to 0.10% may apply for tax management or ESG screening. Lower fees may be available elsewhere. Pershing charges a $10 mutual fund surcharge on certain funds. Manager Fees in the SMA and UMA varies by the selected SMA Manager, Sub -Manager or Model Provider and ranges between 0.00% and 1.00% of your Platform Assets. In the FSP, the Manager Fee ranges from 0% to 0.50% depending on the portfolio selected.
Areas of Practice
Advisor Information
Office location
Hoboken, NJ
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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
Amy operates under the DBA AFG Wealth Management for marketing purposes and engages in public speaking, dedicating nearly full-time hours to these activities. Additionally, Amy is involved in insurance sales through multiple entities and manages rental properties, spending a few hours per week on each.