Melanie Rodrigue is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Milton, GA, with 20 years of industry experience. Melanie 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
Milton, GA
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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 ActivitiesSells Insurance
Melanie owns Melanie Sue Fisher Fine Art, where she studies, practices, and sells oil paintings, dedicating minimal time. She also owns Owner Strategies Benefits, LLC, a licensed insurance agency that receives renewal commissions for previously sold health insurance policies.
Employment History
Current Registrations
Ifg Advisory, LLC
Previous Registrations
Wealth Science Advisors LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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