The Independent Financial Group (IFG) offers financial planning and investment advice, but does not manage your investments directly. Instead, IFG recommends independent third-party investment managers. IFG helps clients develop an asset allocation strategy and selects appropriate investment options. IFG also provides general advice on topics like budgeting, estate planning, Social Security, and tax strategies. Clients are under no obligation to act upon IFG’s recommendations.
Assets Under Management$10M
Clients6
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Accounts below $500,000 may be charged an additional $450 quarterly fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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