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
1101 Fifth Ave., Suite 150, San Rafael, CA, 94901
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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
Troy is a California insurance agent offering various types of insurance products, dedicating minimal time to this activity. He also works full-time as an investment advisor representative with O'Donnell Financial Services, LLC, and spends minimal time as an independent contractor offering trust facilitator services.