Kimberly Deprospero
Kimberly Deprospero is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 35 years of industry experience. Kimberly 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 Center North, Suite 400, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (7)
Customer Dispute
September 2010Customer Dispute
August 2010Customer Dispute
August 2010Customer Dispute
July 2010Customer Dispute
July 2010Customer Dispute
July 2010Customer Dispute
July 2010Other 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
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Allmerica Investment Management CO INC
Veravest Investments, INC.Broker
State Registrations22 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.