Daniel Miller is a registered investment advisor at Ifg Advisory, LLC, based in Cashiers, NC, with 26 years of industry experience. Daniel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.65% |
| $750K - $1.3M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $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
Location
Cashiers, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1999Other Business Activities
Daniel operates Wealth Horizon, Inc. and IFG Advisory, LLC as DBAs for his LPL business and as a registered investment advisor, dedicating full-time hours to these activities. He also owns Unique Atlanta Homes, Inc., where he renovates and flips distressed homes, spending a few hours per week on this.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fahnestock & CO. INC.Broker
Josephthal & CO., INC.Broker
Bear, Stearns & CO. INC.Broker
Lehman Brothers INC.Broker
State Registrations3 states
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
More Advisors
- Jacqueline Hewett, CFPIfg Advisory, LLC