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CFP
PH
CFP

Patrick Hinchey

Ifg Advisory, LLC
29 Years of Experience
McDonough, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Patrick Hinchey is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in McDonough, GA, with 29 years of industry experience. Patrick 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.

Ifg Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
9,202 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:None
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 - $1.3M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2330 Patrick Henry Parkway, Suite 150, McDonough, GA, 30253

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Patrick uses DBAs Hinchey Financial Group and Hinchey and Associates for insurance sales and service, spending about 10-20% of his time on these activities. He is also involved in other business activities, including real estate rental, promoting a local band, and serving on the Fayette County Development Authority.

Employment History
Current Registrations
Ifg Advisory, LLC
August 2015 - Present · 11 yrs 2 mos
LPL Financial LLCBroker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
LPL Financial LLC
September 2011 - September 2016 · 5 yrs
Securities America Advisors, INC.
December 2003 - August 2011 · 7 yrs 8 mos
Securities America, INC.Broker
December 2003 - August 2011 · 7 yrs 8 mos
Veravest Investment Advisors, INC.
May 2003 - December 2003 · 7 mos
Veravest Investments, INC.Broker
July 1997 - December 2003 · 6 yrs 5 mos
State Registrations26 states
ALAZCACOCTFLGAINMAMIMONCNENHNJNVNYOHOKPASCTNTXUTVAWI
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.
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