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
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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.
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David is an Investment Advisor Representative of Scarborough Capital Management, an SEC registered investment advisor, dedicating about half of his time to this role. He is also a co-owner of Fulton Auto Sales, but his role is not active and takes a few hours per week.