Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: IFG Advisory is registered with the SEC as an investment adviser (CRD #168012, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $8,250 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $125 at LPL Financial, depending on your custodian. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
IFG Advisory at a glance
| Fact | What IFG Advisory’s own pages say |
|---|---|
| Legal entity | IFG Advisory, LLC |
| Registration | IFG Advisory, LLC is registered with the SEC as an investment adviser (CRD #168012, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $8,250 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for IFG Advisory |
| Cost to leave (exit fee) | $50 at Schwab, or $125 at LPL Financial, depending on your custodian |
What IFG Advisory’s own fee schedule charges
CRD 168012 verified ACTIVE and SEC-registered via the SEC IAPD firm-detail API. As of December 31, 2025 the firm reported $4,485,583,999 in discretionary AUM plus $273,603,484 non-discretionary ($4,759,187,483 total). No minimum account balance or minimum fee is disclosed for this Comprehensive Portfolio Management schedule; a separate Wrap Fee Program Brochure caps its bundled fee at a flatter 2.20% maximum, but the more granular tiered non-wrap schedule quoted here is the firm’s default offering and is priced instead.
“Portfolio Value Maximum Fee Assets Under Management Annual Percentage of Assets $0-$249,999.99 2.00% $250,000-$499,999.99 1.75% $500,000-$749,999.99 1.65% $750,000-$1,249,999.99 1.40% $1,250,000-$1,999,999.99 1.25% $2,000,000-$4,999,999.99 1.15% $5,000,000+ 1.00% Our fees are based on a negotiated percentage of the market value of assets under management, not to exceed the respective percentage for each asset level designated above of total assets under management.”
IFG Advisory’s Comprehensive Portfolio Management schedule is a breakpoint table: a client’s entire balance is billed at the single maximum percentage tied to the asset range the balance falls into, so the figures below apply one bracket’s rate to the whole balance rather than blending several brackets.
| Account balance | Annual fee |
|---|---|
| $250,000 | $4,375 |
| $500,000 | $8,250 |
| $1,000,000 | $14,000 |
| $2,000,000 | $23,000 |
See the full breakdown, including how the figure is calculated, on IFG Advisory’s own fee page.
Registration
IFG Advisory, LLC is registered with the SEC as an investment adviser (CRD #168012, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for IFG Advisory.
What it costs to leave
IFG Advisory, LLC’s Form ADV Part 2A states “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.” IFG Advisory, LLC names three possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” LPL Financial, LLC’s own published fee schedule states “Outgoing Account Transfer, for processing full account transfer of all assets and positions to another financial institution (excludes retirement accounts): $125, Per account.” SEI Investments Management Corp discloses no comparable line item (an honest gap).
The full walkthrough for IFG Advisory is on our how to leave IFG Advisory page; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A, Firm Brochure (March 18, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021389
- SEC IAPD firm summary (CRD #168012, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/168012
Methodology. This page was built September 28, 2026, drawing directly on IFG Advisory’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for IFG Advisory; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading IFG Advisory’s own Form ADV Part 2A and Form CRS. We have not used IFG Advisory as a client. IFG Advisory did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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