Investment Advisor Group
Assets Under Management
$72.3M
Number of Clients
129
Number of Advisors
3
Average Client AUM
$560K
AUM per Advisor
$24.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IAG offers financial planning, including cash flow, tax, and estate planning. Investment management is provided through individual security selection or third-party advisors, using stocks, bonds, mutual funds, and ETFs. IAG engages Intelliflo to administer client portfolios. Services are tailored to client needs and goals.
Fee Structure
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 have their own fees. The META product through Intelliflo has an additional 50bps fee. Each representative offers his or her services for a distinct fee schedule that may be more or less than can be had with other parties or other representatives.
Areas of Practice
Location
NY, United States