Iacangelo Financial Group (IFG) offers personalized financial planning and refers clients to third-party money managers. IFG provides advice on financial objectives, cash flow, tax planning, insurance, investments, retirement, and estate planning. IFG does not sell commissioned products. IFG also offers direct asset management services, utilizing sub-advisors to manage client portfolios. IFG receives referral fees from third-party money managers.
Assets Under Management$26M
Clients108
Advisors1
Avg. per Client$240K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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