DB
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Darrin Bearden

8 Years of Experience
Atlanta, GA
Sells Insurance

Darrin Bearden is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 8 years of industry experience. Darrin 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 ActivitiesSells Insurance

Darrin is a founding partner at Clear Blue Wealth, operating as a wealth advisor and insurance agent. He also sells insurance and fixed annuities, dedicating about 10-20% of his time to each of these activities.

Employment History
Current Registrations
Ifg Advisory, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Corecap Advisors
November 2019 - September 2021 · 1 yr 10 mos
Corecap Investments, LLCBroker
October 2019 - September 2021 · 1 yr 11 mos
Ameritas Investment CORP
October 2017 - November 2019 · 2 yrs 1 mo
Ameritas Investment CORP.Broker
June 2017 - November 2019 · 2 yrs 5 mos
Ccf Investments, INC.Broker
April 2017 - June 2017 · 2 mos
State Registrations3 states
GALATX
Advisor

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.
Darrin Bearden - Financial Advisor | TrueAdvisor