Henry Cleare
Henry Cleare is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 25 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,640 clients with $4B 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 - $1.2M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2010Customer Dispute
September 2010Customer Dispute
September 2010Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Henry is involved in several business activities, including DBAs for his LPL business, providing investment advisory services through IFG Advisory, LLC (spending about a quarter of his time), and owning a share of a rental property. He also has affiliations with Penn Mutual Insurance Co., Vanbridge/The National Benefits Corporation, and CommonWealth Annuity and Life Insurance Co.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations23 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.