Investor Advisory Group

RIASEC RegisteredEst. 2014

Total AUM

$172M

Discretionary

0% of AUM

Avg account

$389K

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 106837
Registered since: April 2, 2014
Website: www.theiag.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.06%
Individuals22.97%
Pension & Profit Sharing Plans0.97%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Investor Advisory Group is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual/family clients and institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation methods include a percentage of assets under management as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not characterized as a capital allocator in its filings.