Investment Advisor Group (IAG) offers financial planning and investment management services. Financial planning includes cash flow, tax, budgeting, education funding, retirement, investment, and estate planning. Investment management involves constructing portfolios based on a client's financial plan, age, risk tolerance, and assets. IAG may select third-party advisors to manage parts of a portfolio. IAG uses Intelliflo to administer client portfolios.
Assets Under Management$72M
Clients129
Advisors3
Avg. per Client$560K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is capped at 2% when utilizing 3rd Party Manager strategies. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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