Advisor at IFG Advisory, LLC
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Firm
IFG Advisory, LLC
Location
Atlanta, GA 30338
Credentials
Series 63, Series 65
Industry experience
22 years
Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.
Based on IFG Advisory, LLC
Based on IFG Advisory, LLC
Flat fees generally range from $1,500 to $10,000 for financial planning; $1,500 to $100,000 for Retirement Plan Advisory Services.
$0 - $249,999.99: 2.00% $250,000 - $499,999.99: 1.75% $500,000 - $749,999.99: 1.65% $750,000 - $1,249,999.99: 1.40% $1,250,000 - $1,999,999.99: 1.25% $2,000,000 - $4,999,999.99: 1.15% $5,000,000+: 1.00%
Certain associated persons are registered representatives of LPL and may receive commissions on insurance and other products; clients do not pay both commissions and advisory fees on same assets.
Hourly fees generally up to $500 for financial planning; $175 to $350 hourly for Retirement Plan Advisory Services.
Fee-only: Hourly fees up to $500; Flat fees from $1,500 to $10,000; Annual percentage of Assets Under Advice also possible for financial planning and consulting services; hourly fees for Retirement Plan Advisory Services range from $175 to $350; flat fees range from $1,500 to $100,000 or up to 1.0% of plan assets.
200 Ashford Center North, Suite 400
Atlanta, GA 30338
Georgia
IFG Advisory, LLC d/b/a Appalachian Wealth Management
2024 - Present (2 years)
LPL
2024 - Present (2 years)
Lincoln Financial Advisors Corporation
2021 - 2024 (3 years)
LPL Financial
2018 - 2021 (3 years)
Invest Financial Corporation
2009 - 2021 (12 years)
United Community Bank
2001 - 2021 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 65
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Fordham Financial Services, Inc.
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