Alan Bratic
Alan Bratic is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in St. Augustine, FL, with 27 years of industry experience. Alan 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
61 Cordova Street, St. Augustine, FL, 32084
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
Alan is involved in several business activities, including ThompsonBaker Financial LLC (DBA for LPL business), ThompsonBaker Agency, Inc. (non-variable insurance), Integrated Financial Group (DBA for LPL business), and IFG Advisory (Registered Investment Advisor). He also owns rental real estate property.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Vigil Wealth Management, LLC
LPL Financial LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
State Registrations10 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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