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CFP

Kimberly Deprospero

Ifg Advisory, LLC
36 Years of Experience
Sunrise, FL
7 DisclosuresBrokerSells Insurance
View SEC Summary
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Kimberly Deprospero is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Sunrise, FL, with 36 years of industry experience. Kimberly 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

500 Sawgrass Corporate Parkway, Suite 100, Sunrise, FL, 33325

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History

Regulatory History (7)
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
September 2010
Settled
Customer Dispute
August 2010
Settled
Customer Dispute
August 2010
Settled
Customer Dispute
July 2010
Settled
Customer Dispute
July 2010
Settled
Customer Dispute
July 2010
Settled
Customer Dispute
July 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kimberly operates under several DBAs for her LPL business, including Integrated Financial Group and Financial Strategies Group. She also sells various insurance products, including fixed annuities, term life, health, disability, and long-term care insurance, dedicating about a quarter of her time to IFG Advisory, LLC as an investment advisor and minimal time to real estate rental.

Employment History
Current Registrations
Ifg Advisory, LLC
August 2017 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
LPL Financial LLC
September 2011 - December 2017 · 6 yrs 3 mos
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.
December 2002 - December 2003 · 1 yr
Allmerica Investment Management CO INC
March 1993 - November 2002 · 9 yrs 8 mos
Veravest Investments, INC.Broker
September 1990 - December 2003 · 13 yrs 3 mos
State Registrations22 states
AKCOCTFLGAILMAMDMENCNHNJNMNVNYOHORSCTXVAWAWY
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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