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
IFG Advisory offers discretionary and non-discretionary asset management 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.
| 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.
200 Ashford Center North, Suite 400, Atlanta, GA, 30338