TB
TB

Thomas Barnes

9 Years of Experience
Atlanta, GA
Broker

Thomas Barnes is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 9 years of industry experience. Thomas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
8,640 clients
Average Client Portfolio
$460K average
Assets Under Management
$4.0B

Fee Structure

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 - $1.2M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Ashford Center North, Suite 400, Atlanta, GA, 30338

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Thomas operates under Nida Financial Group as a DBA for his LPL business and is the President of DEHB Properties, a real estate rental business. He also uses Barnes Financial Services for tax/investment purposes and provides investment advisory services through IFG Advisory, LLC and its DBA, Integrated Financial Group, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Ifg Advisory, LLC
May 2017 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
July 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLC
September 2016 - August 2017 · 11 mos
State Registrations10 states
ALAZCOFLGAKYNCSCTXVA
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.
Thomas Barnes - Financial Advisor | TrueAdvisor