Peter Coleman
Peter Coleman is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 7 years of industry experience. Peter 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
300 Galleria Parkway SE, Suite 630, Atlanta, GA, 30339
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
Peter operates Linea Private Wealth Management as a DBA for his LPL business and is the owner of real estate rental property, dedicating minimal time to the latter. He also provides investment advisory services through IFG Advisory LLC, spending nearly full-time on this activity, and sells non-variable insurance, dedicating minimal time to it.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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