Advisor at IFG Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IFG Advisory, LLC
Location
Andrews, NC 28901
Credentials
Series 63, Series 66
Industry experience
21 years
Financial planning flat fees generally range from $1,500 to $10,000; Retirement Plan Advisory Services flat fees range from $1,500 to $100,000.
$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%
Associated persons may receive commissions on insurance and other products; no dual payment of commissions and advisory fees on same assets.
Financial planning and consulting hourly fees generally up to $500; Retirement Plan Advisory Services hourly fees range from $175 to $350.
Fee-only: Hourly fees up to $500 for financial advisors; flat fees generally range from $1,500 to $10,000; also annual percentage of Assets Under Advice basis for financial planning and consulting services.
IFG Advisory, LLC
2020 - Present (6 years)
LPL Financial, LLC
2020 - Present (6 years)
Cetera Advisors Llc
2013 - 2020 (7 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.
Series 63, Series 66
Hayesville, NC
Edward Jones
Series 66
Murphy, NC
Edward Jones
Series 66
Murphy, NC
Edward Jones
Series 63, Series 65
Hayesville, NC
Steward Partners Investment Advisory, LLC
Series 63, Series 65
Andrews, NC
Credit Union Investment Services
Series 63, Series 65
Hayesville, NC
Credit Union Investment Services
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