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William Divers

6 Years of Experience
Athens, GA
Broker

William Divers is a registered investment advisor at Ifg Advisory, LLC, based in Athens, GA, with 6 years of industry experience. William 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

1077 Baxter Street, Suite 600, Athens, GA, 30606

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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

William is doing business as Highland Trust Partners, an entity for his LPL business, and provides investment advisory services through IFG Advisory, LLC. He also works as an assistant baseball coach at Athens Academy about a quarter of his time and is a silent partner in Pops Divers LLC.

Employment History
Current Registrations
Ifg Advisory, LLC
January 2020 - Present · 6 yrs 4 mos
LPL Financial LLCBroker
September 2019 - Present · 6 yrs 8 mos
LPL Financial LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
LPL Financial LLC
October 2019 - October 2019 · 0 mos
State Registrations19 states
ALCADCFLGAINKYLAMINCNYOHORSCTNTXVAWAWV
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.