Sydney Millay is a registered investment advisor at Fwg Investments, LLC, based in Lexington, KY, with 3 years of industry experience. Sydney 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fwg Investments, LLC
State Registrations1 state
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