Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
Hancock, NY
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 Activities
Christopher is a representative at Delaware County NY Local Development Corp (LDC) since June 2024, a non-compensated position. He spends minimal time outside trading hours reviewing business requests for financing and promoting business opportunities.