SM

Sydney Millay

2 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningReal Estate InvestingHigh Net Worth
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Advisor Information

Office location

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

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fwg Investments, LLC
January 2023 - Present · 3 yrs
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.