IFG Advisory, LLC offers comprehensive portfolio management, financial planning, and retirement plan consulting services to individuals, families, and business owners. Founded in 2013, the firm provides both discretionary management, where their professionals make trades on your behalf without prior approval, and non-discretionary management, where they consult you before executing trades. Their investment approach utilizes fundamental and technical analysis, cyclical analysis, and third-party model portfolios to build diversified portfolios tailored to each client's goals, time horizon, and risk tolerance. In addition to managing investments directly held at independent custodians, IFG Advisory can also manage held-away assets like retirement accounts and 529 college savings plans. For financial planning and consulting, they create personalized plans covering retirement, estate planning, charitable giving, education funding, tax considerations, and real estate analysis. The firm works with a network of independent financial advisors who operate under their own business names while using IFG Advisory's platform and compliance structure.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.65% |
| $750K - $1.3M | 1.40% |
| $1.3M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are negotiable and represent maximum percentages for each asset tier. Cash is included in assets under management for billing purposes.