Frederick Gray
Frederick Gray is a registered investment advisor at Independent Financial Group, LLC, based in Midland, MI, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Midland, MI
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2014Customer Dispute
March 2007Other Business Activities
Frederick is on the board of directors for multiple organizations, including the Thomas Township Business Association, Midland First United Methodist, and Thomas Township DDA, dedicating minimal time to each. He also owns Gray Financial Services, a DBA used for marketing purposes, which takes nearly full-time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Investors Capital Advisory
Investors Capital CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations7 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.