Jeffrey Sheppard is a registered investment advisor at Fwg Investments, LLC, based in Lexington, KY, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,434 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard fee does not exceed 1.5%, and fees are negotiable based on several factors. AE Wealth Management retains 0.40% of the assets under management.
Fee Estimator
Location
2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509
Get directionsHistory
Regulatory History (2)
Regulatory
April 2020Financial
September 2016Other 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
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.