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Fredrick Dawson

Ifg Advisory, LLC
42 Years of Experience
Athens, GA
1 DisclosureBroker
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Fredrick Dawson is a registered investment advisor at Ifg Advisory, LLC, based in Athens, GA, with 42 years of industry experience. Fredrick 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
109 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
—
View Full SEC Brochure

Location

1077 Baxter St., Suite 600, Athens, GA, 30606

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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
May 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Fredrick operates his LPL business under Highland Trust Partners, LLC, dedicating full-time hours to it. He also provides investment advisory services through IFG Advisory, LLC, an independent investment advisor firm, also dedicating full-time hours.

Employment History
Current Registrations
Ifg Advisory, LLC
October 2024 - Present · 2 yrs
LPL Financial LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
Carson Advisory Group
March 2021 - October 2024 · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2021 - November 2024 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
February 2013 - February 2021 · 8 yrs
Raymond James & Associates, INC.
February 2013 - February 2021 · 8 yrs
Morgan Keegan & Company, INC.
January 1996 - February 2013 · 17 yrs 1 mo
Morgan Keegan & Company, INC.Broker
October 1995 - February 2013 · 17 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1984 - October 1995 · 11 yrs 4 mos
State Registrations14 states
CAFLGAINKYLANCOHORSCTNTXVAWV
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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