Rebekah Fero
Rebekah Fero is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Port Charlotte, FL, with 37 years of industry experience. Rebekah 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
17843 Murdock Circle, Unit 7B, Port Charlotte, FL, 33948
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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 ActivitiesSells Insurance
Rebekah operates Rebekah J Fero CFP LLC and Fero Financial as DBAs for her LPL business, spending about half her time on it. She also owns Restorative Enterprises LLC, a real estate rental business, and is an IAR for IFG Advisory, LLC, and is an agent for Guardian Life selling non-variable insurance, dedicating minimal time to it.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Buelow Investment Services, INC.Broker
Triple Check Financial Services, INC.Broker
State Registrations15 states
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