Danny Bell is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 17 years of industry experience. Danny 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
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
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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 Activities
Danny operates his LPL business through Integrated Financial Group and spends full-time hours on it. He is also an Investment Advisor Representative (IAR) with IFG Advisory and dedicates full-time hours to this role, and owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations12 states
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