Jeffrey Kyle Sheppard

Fwg Investments, LLC

7 Years of Experience

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Firm Information

Fwg Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

1,434 clients

Average Client Portfolio

$174K average

Assets Under Management

$250.1M

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Fees for asset management services are based on a percentage of assets under management, not exceeding 1.5%, and are negotiable. AE Wealth Management retains 0.40% of assets under management. The firm requires a minimum of $10,000 for asset management services, which can be aggregated across household accounts. Clients may incur charges imposed by third parties, such as mutual fund fees.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningReal Estate InvestingHigh Net Worth

Advisor Information

Office location

2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509

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Regulatory History (2)

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Regulatory

April 2020

Final

Financial

September 2016

Pending

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Other Business Activities

Jeffrey is a member/owner of Jeff Sheppard Apparel LLC, a commercial real estate rental business, and spends minimal time on rent collection. He is also a member/owner of 5 LLCs operating as Daddy Yo's Frozen Desserts retail ice cream shops, dedicating a few hours per week to this venture.

Employment History

Current Registrations

Fwg Investments, LLC

July 2018 - Present · 7 yrs 6 mos

State Registrations5 states

KYNCOHSCWV

Advisor

Exams

No exam information available for this advisor.