Independent Financial Group, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Independent Financial Group (IFG) offers a range of investment advisory services through its Investment Adviser Representatives (IARs). These services include access to various programs and third-party asset management. IFG's IARs work with clients to determine their financial needs and objectives, and then recommend suitable investment strategies. IFG also offers financial planning and consulting services for a fee. IFG is also a broker/dealer, so IARs may receive commissions for selling securities.

Assets Under Management$11B
Clients44,045
Advisors538
Avg. per Client$260K
Avg. per Advisor$21M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

Loading...
Location

538 Advisors at this firm

Page 1 of 27
Independent Financial Group, LLC | TrueAdvisor