Michael Tarrant
Michael Tarrant is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 33 years of industry experience. Michael 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.
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 - $1.3M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $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
Location
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
Get directionsHistory
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
Michael is an Investment Advisor Representative with IFG Advisory LLC, spending about half of his time there. He also works as an insurance agent and is involved with several entities related to his LPL business and real estate rental.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Associates, INC.
Financial Network CORP
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Keogler, Morgan & Company, INC.Broker
State Registrations18 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.
Exams
More Advisors
- Gary Alpert, CFPIfg Advisory, LLC
- Charles Currie, CFPIfg Advisory, LLC
- John BridgersIfg Advisory, LLC
- Wesley Littlejohn, CFPIfg Advisory, LLC
- Van Pappas, CFPIfg Advisory, LLC
- Cort Haber, CFPXception Family Office