RD
RD

Robert Day

24 Years of Experience
Acworth, GA
Broker

Robert Day is a registered investment advisor at Ifg Advisory, LLC, based in Acworth, GA, with 24 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
8,640 clients
Average Client Portfolio
$460K average
Assets Under Management
$4.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $750K1.65%
$750K - $1.2M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Acworth, GA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is an investment advisor representative (IAR) for IFG Advisory LLC and associated DBAs, dedicating full-time hours to these activities. He also works with Integrated Financial Group, Inc. and Madison Financial Inc. as DBAs for LPL business, spending full-time hours on these activities as well.

Employment History
Current Registrations
Ifg Advisory, LLC
July 2016 - Present · 10 yrs
LPL Financial LLCBroker
July 2016 - Present · 10 yrs
Previous Registrations
Waddell & Reed
June 2002 - August 2016 · 14 yrs 2 mos
Waddell & ReedBroker
August 2001 - August 2016 · 15 yrs
State Registrations9 states
ALFLGAINPASCTNTXUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Robert Day - Financial Advisor | TrueAdvisor