Laurel Resendez is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 22 years of industry experience. Laurel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,640 clients with $4B 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 - $1.2M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
200 Ashford Ctr N Ste 400, Atlanta, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Laurel operates her LPL business through Integrated Financial Group since 2018. She also provides administrative support to IFG Advisory, LLC, an independent investment advisor firm, dedicating about a quarter of her time to this activity.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bridge Capital Associates, INC.Broker
Phc Merchant Group, LLCBroker
Cohen & Cramer, INC.Broker
Private Asset AdvisorsBroker
Bbva Securities of Puerto Rico, INC.Broker
Carnes Capital CorporationBroker
State Registrations1 state
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