Melissa Ekeberg
Melissa Ekeberg is a registered investment advisor at Ifg Advisory, LLC, based in Blairsville, GA, with 22 years of industry experience. Melissa 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
736 Pat Haralson Memorial Drive, Suite A, Blairsville, GA, 30512
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
Melissa sells non-variable insurance through Appalachian Wealth Management, dedicating about 10-20% of her time. She also manages real estate rentals and provides investment advisory services through IFG Advisory, LLC, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Reliance Securities, LLC
First Legacy Securities, LLCBroker
Linsco/private Ledger CORP.Broker
State Registrations9 states
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