Morgan Shank is a registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 2 years of industry experience. Morgan 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
Morgan operates under Morris Shank Wealth Management and Integrated Financial Group as DBAs for his LPL business, dedicating full-time and nearly full-time hours respectively. He also has several martial arts-related business entities and provides investment advisory services through IFG Advisory, LLC, spending nearly full-time hours on this activity as well.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
State Registrations1 state
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