JC
JC

John Collins

33 Years of Experience
Atlanta, GA
2 DisclosuresBrokerSells Insurance

John Collins is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 33 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
8,640 clients
Average Client Portfolio
$460K average
Assets Under Management
$4.0B

Fee Structure

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 - $1.2M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Ashford Center North, Suite 400, Atlanta, GA, 30338

Get directions

History

Regulatory History (2)
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Customer Dispute
May 2024
Settled
Customer Dispute
September 2003
Denied
Other Business ActivitiesSells Insurance

John has a non-variable insurance DBA called Collins Wealth Management since 2008, dedicating about 10-20% of his time. He is also associated with IFG Advisory, LLC and Integrated Financial Group, spending about half his time on each since 2014.

Employment History
Current Registrations
Ifg Advisory, LLC
December 2014 - Present · 11 yrs 5 mos
LPL Financial LLCBroker
June 2003 - Present · 22 yrs 11 mos
Previous Registrations
LPL Financial LLC
June 2003 - December 2014 · 11 yrs 6 mos
Wachovia Securities, LLC
June 2002 - June 2003 · 1 yr
Wachovia Securities, LLCBroker
June 2002 - June 2003 · 1 yr
Wachovia Securities, INC.
June 2002 - June 2002 · 0 mos
Wachovia Securities, INC.Broker
February 2000 - June 2002 · 2 yrs 4 mos
Wachovia Brokerage ServiceBroker
August 1995 - February 2000 · 4 yrs 6 mos
Jmc Financial CorporationBroker
November 1992 - July 1995 · 2 yrs 8 mos
State Registrations5 states
COLANCSCVA
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.