Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 1.95% |
| $500K - $750K | 1.85% |
| $750K - $1.2M | 1.60% |
| $1.3M - $2.0M | 1.45% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.20% |
Advisory fees are negotiable between IFGA and the client.
Fee Estimator
IFG Advisory charges a single asset-based annual advisory fee for services covered by the wrap program. This fee includes advisory services and transaction execution. The maximum annual advisory fee is 2.20%, based on the market value of the account and may include financial planning and consulting. Advisory fees are negotiable. The table above shows the fee schedule. There is no minimum account balance to be a client, but some accounts require minimums to open, depending on the platform.
Areas of Practice
Advisor Information
Office location
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
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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Carrie provides investment advisory services through IFG Advisory, LLC, dedicating a few hours per week. She also operates under the DBA Integrated Financial Group for her LPL business, which is a full-time commitment.