Timothy Bennett is a registered investment advisor at Ifg Advisory, LLC, based in Easley, SC, with 24 years of industry experience. Timothy 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
Easley, SC
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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 Activities
Timothy is the owner of Bennett Wealth Management LLC, an LLC formed for Momentum Independent Network Inc. business activity purposes, since February 2023. He devotes no time to this business.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Waddell & ReedBroker
Waddell & Reed
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
State Registrations10 states
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