Joseph Reed
Joseph Reed is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 3 years of industry experience. Joseph 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
Get directionsHistory
Regulatory History (3)
Financial
December 2024Financial
August 2024Financial
July 2024Other Business ActivitiesSells Insurance
Joseph is the owner/woodworker of Worn Tools Woodworking LLC, spending about 10% of his time on this venture. He also operates Nickels Wealth Management as a DBA for his LPL business, sells insurance and variable products, and provides full-time administrative support to IFG Advisory, LLC, an independent investment advisor firm.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fs, INC.
Lincoln Financial Securities CorporationBroker
Mwa Financial Services INC.Broker
State Registrations2 states
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.