Investment Advisors Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,596,846
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
259
4% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
259
Very HighAverage account size
$222,382
About
Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, as well as to trusts, charitable organizations, corporations and employer retirement plans. Its offerings include tiered portfolio management solutions (entry, digital and full advisory), standalone financial planning and ongoing retirement plan consulting for plan sponsors and participants.
The firm reports managing the majority of assets on a non‑discretionary basis (approximately $60.4 million) and typically presents recommendations that clients may implement, while providing regular monitoring and periodic rebalancing for comprehensive portfolio clients. Its investment process incorporates fundamental, technical, sector and cyclical analysis and uses a mix of ETFs, individual stocks, fixed income, REITs and asset allocation approaches tailored to client objectives and risk tolerance.
Noteworthy characteristics relative to peers include a single‑advisor practice serving an unusually large number of clients (259) and dual registration as a broker‑dealer registered representative and insurance producer, allowing both advisory and commissionable product activity. The firm also emphasizes pension consulting and serves pension/profit‑sharing plans, corporate and charitable clients, and discloses a platform and custodial relationship with LPL (including transition assistance) that creates potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Debt management
Cash flow / budgeting
Fee options
Flat fees for standalone financial planning and consulting services not to exceed $750; fees negotiated per engagement.
$0 - $25,000: 0.5% $25,000 - $50,000: 0.9% $0 - $150,000: 1.00% $150,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.55% $2,000,001 - $3,000,000: 0.40% $3,000,001+: 0.30%
Commissions earned by dually registered representatives on securities sales outside advisory accounts; no commissions on advisory accounts.
Hourly fees charged for retirement plan consulting and financial planning engagements, specific rates not detailed.
Main office location
Investment Advisors Group, LLC
360 W. College Ave
Jacksonville IL 62650, United States
Number of offices
1
Most active in
Investment Advisors Group, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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