Trenton Adams
Trenton Adams is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Roswell, GA, with 22 years of industry experience. Trenton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,202 clients with $4.8B 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 - $1.3M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are negotiable and represent maximum percentages for each asset tier. Cash is included in assets under management for billing purposes.
Fee Estimator
Location
38 Sloan Street, Roswell, GA, 30075
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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
Trenton is affiliated with Integrated Financial Group, Magnolia Financial Group, Integrated Financial Partners, and IFG Advisory, LLC, all investment-related. Trenton also serves as a board member for Mountain Hope Village and teaches a CFP course at the University of Georgia, and spends minimal time on non-variable insurance.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations19 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.
Exams
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