Halie Gray is a registered investment advisor at Ifg Advisory, LLC, based in McDonough, GA, with 6 years of industry experience. Halie 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
2330 Patrick Henry Pkwy, Suite 150, McDonough, GA, 30253
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
Halie operates under Integrated Financial Partners, INC as a DBA for her LPL business and provides administrative support to IFG Advisory LLC, an independent investment advisor firm, dedicating full-time hours to each. Halie also sells insurance products and owns HVH Financial LLC, a non-variable insurance business, dedicating minimal time to the latter.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
State Registrations4 states
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