Investor Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Investor Advisory Group reports 184 clients. They include 129 individual clients, 54 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $172M across 442 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 23% |
| High-net-worth individuals | 29% | 76% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 129 | $39.5M | 23.0% | $306K |
| High-net-worth individuals | 54 | $131M | 76.1% | $2.42M |
| Pension and profit-sharing plans | Fewer than 5 | $1.67M | 1.0% | $1.67M |
| Total | 184 | $172M | 100% | — |
- Clients
- 129
- Regulatory AUM
- $39.5M
- AUM share
- 23.0%
- Avg. per client
- $306K
- Clients
- 54
- Regulatory AUM
- $131M
- AUM share
- 76.1%
- Avg. per client
- $2.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.67M
- AUM share
- 1.0%
- Avg. per client
- $1.67M
Total
- Clients
- 184
- Regulatory AUM
- $172M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Investor Advisory Group charges 0.25%–0.75% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 0.75% |
| $500K–$1M | 0.60% |
| $1M–$2M | 0.50% |
| $2M and above | 0.25% |
Fee details and sources
Other fees
- General consulting
- Consulting outside portfolio management is negotiated per engagement, hourly from $50 to $150 per hour or a fixed fee, due on completion.
Aspirational Investments, LLC owns 50% to 75% of Investor Advisory Group and is in turn owned by Edward Jackson (75% or more). The leadership team of Investor Advisory Group includes Chief Compliance Officer Robert Jones. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Investor Advisory Group, LLC
Aspirational Investments, LLC
Control person · since July 2015
- Owns 75% or more of Aspirational Investments, LLC
Edward Jackson
Control person · since July 2012
Julie Jackson
Owner · since July 2012
- Owns 50% to 75% of Investor Advisory Group, LLC
Jones & Company Wealth Advisors, LLC
Control person · since January 2018
- Owns 75% or more of Jones & Company Wealth Advisors, LLC
Robert Jones
Control person · since January 2017
Investor Advisory Group’s regulatory assets grew from $142M (March 2021) to $172M (March 2026); clients rose from 168 to 184 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $172M | 184 | 4 | 2 |
| Mar 2025March 2025 | $153M | 181 | 4 | 2 |
| Mar 2024March 2024 | $141M | 184 | 4 | 2 |
| May 2023May 2023 | $126M | 172 | 4 | 2 |
| Mar 2022March 2022 | $155M | 169 | 4 | 2 |
| Mar 2021March 2021 | $142M | 168 | 4 | 2 |
Besides its headquarters, Investor Advisory Group has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
North Carolina · 1 listed address
- 421 South Sharon Amity Road, Suite A, CharlotteHQ
Contact and registration details
- Legal name
- Investor Advisory Group, LLC
- Headquarters
- 421 South Sharon Amity Road, Suite A, Charlotte, NC 28211
- Website
- theiag.com
- Phone
- 704-366-1120
- SEC file
- 801-79417
- Structure
- North Carolina LLC
- Fiscal year end
- December
Investor Advisory Group’s named custodians for separately managed accounts are Charles Schwab ($169M, 98%) and Tiaa-Cref Individual & Institutional Services ($2.58M, 2%). Investor Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $169M98%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $2.58M2%
At year end, Investor Advisory Group’s separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks7%
- Funds91%
- Cash2%
How many clients does Investor Advisory Group have?
Investor Advisory Group has 184 clients and manages $172 million for them, as of March 2026. They include 129 individual clients, 54 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Investor Advisory Group offer?
Investor Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Investor Advisory Group charge?
Investor Advisory Group charges 0.25%–0.75% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in advance.
Source: INVESTOR ADVISORY GROUP BROCHURE, filed 4 March 2026
Which custodians does Investor Advisory Group use?
Investor Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $169M and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $2.58M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Investor Advisory Group have?
Investor Advisory Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investor Advisory Group invest in?
At the end of its last fiscal year, Investor Advisory Group’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investor Advisory Group?
Investor Advisory Group is owned through holding companies by Edward Jackson and Robert Jones. Its direct owners are Aspirational Investments, LLC (50% to 75%) and Jones & Company Wealth Advisors, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Investor Advisory Group get paid?
Investor Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Investor Advisory Group?
Investor Advisory Group’s main office is at 421 South Sharon Amity Road, Suite A, Charlotte, NC 28211. Its phone number is 704-366-1120. Its website is theiag.com.