James Fahy
James Fahy is a registered investment advisor at Independent Financial Group, LLC, based in Exton, PA, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
237 W Lincoln Hwy, Exton, PA, 19341
Get directionsHistory
Regulatory History (1)
Criminal
March 1991Other Business ActivitiesSells Insurance
James owns two DBAs, Fahy Financial Planning Group, LLC and Arbor Wealth Partners, for marketing his financial services business, including investments and insurance. He spends nearly full-time hours on Fahy Financial Planning Group, LLC and a few hours per week on Arbor Wealth Partners.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Aig Capital Services, INC.Broker
State Registrations20 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.