Ifg Advisory, LLC
Assets Under Management
$4.0B
Number of Clients
8,640
Number of Advisors
95
Average Client AUM
$460K
AUM per Advisor
$41.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IFG Advisory offers discretionary and non-discretionary asset management services through a wrap fee program. They establish wrap accounts at custodians like LPL Financial or Charles Schwab. The firm develops portfolio strategies based on clients' financial goals and risk tolerance, providing ongoing communication and monitoring.
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
Location
200 Ashford Center North, Suite 400, Atlanta, GA, 30338