Kelly Mathis Lee
Investment Adviser Representative at IFG ADVISORY, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $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% |
IFG Advisory, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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