Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$560K average
Assets Under Management
$72.3M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:Up to $25,000
Hourly Rate:Up to $300/hr

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
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

Allendale, NJ

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Investment Advisor Group
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
The Investment Advisor Alliance LLC
April 2010 - February 2021 · 10 yrs 10 mos
State Registrations3 states
DENJNY
Advisor
Exams
No exam information available for this advisor.