Independent Financial Group, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Independent Financial Group is a full-service broker-dealer and registered investment advisor that offers a wide array of wealth management services, including discretionary and non-discretionary portfolio management, third-party asset management programs, custom asset management accounts, and financial planning. The firm operates primarily through a network of independent investment advisor representatives who help individual clients build diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, alternative investments, and annuities. Independent Financial Group accommodates various client needs through multiple platform options like AccessPoint and Charles Schwab custody, tailoring strategies to individual risk tolerance and financial goals.

Assets Under Management$13B
Clients26,635
Advisors538
Avg. per Client$490K
Avg. per Advisor$24M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

538 Advisors at this firm

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