RC
RC

Robert Cowsert

11 Years of Experience
Athens, GA
1 DisclosureBroker

Robert Cowsert is a registered investment advisor at Ifg Advisory, LLC, based in Athens, GA, with 11 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
9,202 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $750K1.65%
$750K - $1.3M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1077 Baxter Street, Suite 600, Athens, GA, 30606

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History

Regulatory History (1)
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Financial
June 2025
Final
Employment History
Current Registrations
Ifg Advisory, LLC
August 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
May 2024 - April 2025 · 11 mos
Lincoln Financial Advisors Corporation
July 2015 - May 2024 · 8 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
April 2015 - May 2024 · 9 yrs 1 mo
State Registrations2 states
GALA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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