William Smith
William Smith is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 16 years of industry experience. William 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
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
William is a partial owner of William K Smith Family Investments Partnership, dedicating minimal time due to his father's control. He also operates under several DBAs and LLCs related to his LPL business and investment advisory services, spending full-time hours on these activities, and dedicates minimal time to real estate rental and a business entity for tax/investment purposes. William also spends minimal time on non-variable insurance.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations20 states
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