IFG Advisors offers investment management where they make and implement investment recommendations, and investment advisory services where they make recommendations but clients implement them. IFG also provides financial planning services covering areas like education, retirement, estate, risk management, and tax planning. Services are tailored to each client's needs, and clients can set restrictions on investment types and discretion.
Assets Under Management$820M
Clients510
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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