Dana Binsbachar
Dana Binsbachar is a registered investment advisor at Ifg Advisory, LLC, based in Port St Lucie, FL, with 27 years of industry experience. Dana 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
540 NW University Blvd, Suite 101, Port St Lucie, FL, 34986
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
Dana operates several businesses, including Integrated Wealth Management Group, IWMGroup, and Integrated Financial Group, LLC, all related to her LPL business, taking up a full-time commitment. Dana also engages in non-variable insurance sales and owns other entities for tax/investment purposes.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Signator Investors, INC.Broker
State Registrations13 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
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