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
25117 Detroit Road, Building #210, Westlake, OH, 44145
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 ActivitiesSells Insurance
Alexander is the 100% owner of Advance Planning Concepts, Inc. and an agent/representative for Investment Planning Group, Inc., both DBAs providing financial and investment advisory services, respectively, and each taking nearly full-time. Alexander is also an Ohio insurance agent offering sales of fixed insurance, dedicating a few hours per week, and a notary public.