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
Alhambra, CA
Get directionsRegulatory History (2)
Regulatory
August 2013Customer Dispute
January 2010Other Business Activities
Alexander owns The Palisades Financial Group, a DBA used for marketing purposes, and dedicates about 10-20% of his time to it. He also serves on the boards of several non-profit organizations and is an adjunct professor, dedicating a few hours per week to each of these activities.