Derek Keeney is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 6 years of industry experience. Derek 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
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
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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 Activities
Derek operates his LPL business through Nida Financial Group and provides investment advisory services through IFG Advisory, LLC as an IAR. These activities take up significantly more than full-time hours.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations10 states
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