Investor Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$170,384,859
Clients
183
Advisors
4
across 2 offices
About
Investor Advisory Group provides portfolio management, limited financial planning, retirement plan advisory, fiduciary consulting and general consulting to individuals, pension and profit-sharing plans, trusts and estates. As of December 31, 2025, the firm reported approximately $172 million in assets under management for about 183 clients and typically sets a $250,000 minimum for conventional advisory services, which may be waived in certain circumstances.
IAG develops a Financial Profile and an Investment Plan with each client and implements recommendations on a primarily non-discretionary basis, requiring client approval for trades unless a pre‑approved plan is in place. The firm’s investment implementation focuses on mutual funds, ETFs and fixed income, uses a purchased proprietary database for analysis, and notes that non‑discretionary arrangements can delay trade execution and limit participation in block trades.
Notably, the firm’s disclosure indicates nearly all managed assets are handled non‑discretionarily — a practice that is uncommon among comparable team firms — and the firm also discloses use of client testimonials in its advertising. IAG additionally provides ERISA‑oriented retirement plan services including investment selection and monitoring, and recommends Schwab as custodian while receiving institutional support services that the brochure identifies as potential sources of conflicts of interest.
Client services
Expertise
Fee options
Flat fees negotiated per project for consulting services; may be negotiated for portfolio management in certain circumstances
$0 - $500,000: 0.75% $500,000 - $1,000,000: 0.60% $1,000,000 - $2,000,000: 0.50% $2,000,000+: 0.25%
$50 to $150 per hour depending on project scope
Account minimum: $250,000 Fee-only: Hourly fees from $50 to $150 per hour; fixed fees negotiated per project
Main office
See office421 South Sharon Amity Road, Suite A
Charlotte NC 28211
Advisors at this office
3
Offices (2)
Most active in
Florida · North Carolina · South Carolina · Texas
Also doing business as
Harkey Corp · Investor Advisory Group · Investor Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert J
Series 63, Series 65
Charlotte, NC
Investor Advisory Group
Robert Jones is a financial advisor with Investor Advisory Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Investor Advisory Group since 2015. Outside of his advisory work, he performs as a compensated singer in the Myers Park Presbyterian Church choir. Investor Advisory Group provides portfolio management, retirement plan advisory, fiduciary consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm primarily manages assets on a non-discretionary basis, focusing on mutual funds, ETFs, and fixed income investments.
Michael J
Series 63, Series 65
Charlotte, NC
Investor Advisory Group
Michael Jackson is a financial advisor with Investor Advisory Group in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Investor Advisory Group, he worked at Carolina Paymasters, LLC for seven years. Investor Advisory Group provides portfolio management, limited financial planning, retirement plan advisory, fiduciary consulting, and general consulting services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $172 million in assets and primarily uses a non-discretionary investment approach focused on mutual funds, ETFs, and fixed income.
Edward J
Series 65
Charlotte, NC
Investor Advisory Group
Edward Jackson is a Series 65-licensed advisor with Investor Advisory Group in Charlotte, NC, where he has worked since 2011. He has 14 years of experience in financial advising and concurrently manages The Jackson Law Firm, PLLC, providing legal services in business and estate planning. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates, offering portfolio management, limited financial planning, and retirement plan advisory services with a focus on client-directed, non-discretionary investment implementation.
Mark C
Series 65
Charleston, SC
Investor Advisory Group
Mark Conrad is a Series 65-licensed financial advisor with Investor Advisory Group in Charleston, SC, where he has worked since 2018. He has five years of industry experience, including prior roles at Invista SARL and The Lycra Company. Investor Advisory Group serves individuals, pension and profit-sharing plans, trusts, and estates by providing portfolio management, limited financial planning, and retirement plan advisory services. The firm manages assets on a non-discretionary basis, using a proprietary database to tailor long- and short-term investment strategies to each client’s profile.
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