Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: IFG Advisory discloses a whole-balance breakpoint schedule starting at 2.00% in its Form ADV Part 2A, Firm Brochure (March 18, 2026). Converted to dollars, that runs $8,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A, Firm Brochure (March 18, 2026): “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.”
Note: 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.
- $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%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $4,375 | 1.75% |
| $500,000 | $8,250 | 1.65% |
| $1,000,000 | $14,000 | 1.40% |
| $2,000,000 | $23,000 | 1.15% |
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.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, IFG Advisory’s own published rate runs $8,250 a year.
Comparing IFG Advisory against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- 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 Investment Adviser Public Disclosure, IFG Advisory, LLC (CRD #168012): https://adviserinfo.sec.gov/firm/summary/168012
- IFG Advisory, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/168012/PDF/168012.pdf
Methodology. This page was built September 28, 2026, drawing on IFG Advisory’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving IFG Advisory instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full IFG Advisory review.
Is IFG Advisory a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See IFG Advisory’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing IFG Advisory against other options? See IFG Advisory alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.