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Donald Patrick

Ifg Advisory, LLC
43 Years of Experience
Tybee Island, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Donald Patrick is a registered investment advisor at Ifg Advisory, LLC, based in Tybee Island, GA, with 43 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,202 clients with $4.8B in assets under management.

Ifg Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
9,202 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $750K1.65%
$750K - $1.3M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$5M+1.00%

Fees are negotiable and represent maximum percentages for each asset tier. Cash is included in assets under management for billing purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tybee Island, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is involved in several business activities, including book sales, office management/group benefits administration through Integrated Support Services LLC, fixed insurance sales, and various entities related to his LPL business and investment advisory services. He also co-owns Flight Unlimited LLC, which owns an airplane.

Employment History
Current Registrations
Ifg Advisory, LLC
July 2013 - Present · 13 yrs 3 mos
LPL Financial LLC
August 2011 - Present · 15 yrs 2 mos
LPL Financial LLCBroker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
LPL Financial LLC
February 2017 - August 2022 · 5 yrs 6 mos
Ifg Advisory, LLC
July 2013 - August 2014 · 1 yr 1 mo
LPL Financial LLC
August 2011 - September 2016 · 5 yrs 1 mo
Securities America Advisors, INC.
December 2003 - August 2011 · 7 yrs 8 mos
Securities America, INC.Broker
December 2003 - August 2011 · 7 yrs 8 mos
Veravest Investment Advisors, INC.
April 2003 - December 2003 · 8 mos
Veravest Investments, INC.Broker
October 1991 - December 2003 · 12 yrs 2 mos
Financial Assets CorporationBroker
February 1987 - September 1991 · 4 yrs 7 mos
Private Ledger Financial Services, IncorporatedBroker
October 1984 - February 1987 · 2 yrs 4 mos
Integrated Resources Equity CorporationBroker
August 1984 - October 1984 · 2 mos
Heritage Securities CorporationBroker
July 1983 - August 1984 · 1 yr 1 mo
State Registrations12 states
CAFLGAMANCNJNYOHOKSCTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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