Joseph Gunther
Joseph Gunther is a registered investment advisor at Ifg Advisory, LLC, based in Rome, NY, with 37 years of industry experience. Joseph 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
203 W. Dominick Street, Rome, NY, 13440
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2011Customer Dispute
February 2010Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Joseph operates his LPL business through The Gunther Group, LLC, Integrated Financial Group, Inc, Joseph A Gunther, CFP, and Gunther Wealth Management. He also sells non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, dedicating about 10-20% of his time to this activity, and owns rental real estate property, spending minimal time on it.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Nlbs Advisers, INC.Broker
Mony Securities CorporationBroker
Copeland Equities, INC.Broker
First American National Securities, INC.Broker
State Registrations25 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.