Fwg Investments, LLC
Assets Under Management
$250.1M
Number of Clients
1,434
Number of Advisors
9
Average Client AUM
$174K
AUM per Advisor
$27.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FWG Investments offers financial planning covering investments, retirement, insurance, tax, education, and real estate. They also provide discretionary asset management services sub-advised by AE Wealth Management. Clients are placed in models overseen by FWG and managed by third-party investment advisers. Minimum investment is $10,000.
Fee Structure
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
Location
2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509