TrueAdvisor
TrueAdvisor

Independent Financial Group, LLC

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Assets Under Management

$11.3B

Number of Clients

44,045

Number of Advisors

527

Average Client AUM

$257K

AUM per Advisor

$21.5M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

IFG offers advisory programs like AccessPoint, CAM, and Advisor Plus. AccessPoint offers various program options with different investment strategies and minimum account sizes. Fees are based on AUM and include advisor, program, and manager fees. IFG also acts as a broker-dealer.

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
Areas of Practice
Investment Management
Location

12671 High Bluff Dr, Suite 200, San Diego, CA, 92130

527 Advisors at this firm

AE
Abbey Dawn Eastham
AB
CFP
Adam Blake Bonner
AF
Adrianne Michael Flores
AW
Alan Edward Wyse
AL
Alexander Earl Lessard
AD
Alexander Francis Divito
AC
CFA
Alexander Raymond Creede
AK
Alexander Sholle Kozak
AK
Alexander Stewart Koury
AL
CFP
Alexandra Wells Lavallee
AD
CFP
Allyn Paul Deininger
AL
Alyssa Marie Lueck
AP
Amrish Navnitbhai Patel
AG
Amy Rebecca Frank Goldman
AP
Andres Peterson
AB
Andrew David Bowman
AB
Andrew John Baker
AF
Andrew Joseph Fairchild
AL
Angela Maria Lord
AS
Anthony Joseph Scola
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