Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
FWPP charges fees based on a percentage of assets under management. The fees are: 1.65% on the first $499,999, 1.35% for $500,000 to $999,999, and 1.00% for $1,000,000 and above. Fees may be negotiable. Financial planning fees range from $1,000 to $25,000. Retirement plan advisory fees generally do not exceed 2% of plan assets or range from $1,000 to $250,000 for flat fees.
Areas of Practice
Advisor Information
Office location
9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is involved with FWPP Insurance LLC, providing insurance services. This activity is investment-related and takes nearly full-time hours.