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- Custodian
- Charles Schwab & Company · Jackson National Life · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-31-2001
- Office Locations
- 2
Office Locations
About Investor Advisory Group
Investor Advisory Group, LLC is a Charlotte, NC-based, fee-only RIA providing customized portfolio construction and ongoing investment management, including retirement planning, ongoing monitoring, and coordination with clients’ other professionals. The firm serves growth-focused business professionals and income-oriented retirees nationwide. It takes no commissions and works with Charles Schwab as a custodian. Founded in 1987 with 50+ years of portfolio management experience.
Team overview
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Custodian
Fund Managers
Investment Vehicles
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Owner & Executives
EDWARD KEITH JACKSON
Advisor, Chief Compliance Officer, Manager
- CRD
- #5949110
- Ownership
- Less than 5%
ROBERT JOEL JONES
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #6238384
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MARK T. CONRAD
Agent
- CRD
- #7284090
MICHAEL FRAZER JACKSON
Financial Advisor
- CRD
- #5678524
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $172,053,936 | $389,262 |
| Total | $172,053,936 | $389,262 |
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Separately Managed Accounts
Total SMA Asset: $172,053,936
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $914,495,895 | 14.7% |
| Equity - Exchange | $1,605,033,611 | 25.8% |
| Cash | $3,701,531,003 | 59.5% |
| Total | $6,221,060,509 | 100.0% |