FG Wealth Management, based in Tulsa, Oklahoma, offers financial planning, portfolio consulting, and discretionary or non-discretionary portfolio management. For portfolio management, FG Wealth Management recommends third-party investment advisors (TPIAs) and monitors their performance. The firm also offers pension consulting services to employee benefit plans. FG Wealth Management benefits financially from clients rolling over retirement assets to accounts they manage.
Fee Structure
FG Wealth Management offers portfolio management services where they recommend third-party investment advisors to manage your money. The fees you pay to FG Wealth Management are separate from the fees charged by the third-party advisors. FG Wealth Management's management fee will not exceed 2.00% annually. The fees are charged monthly or quarterly. FG Wealth Management may receive a portion of the advisory fee from the third-party advisor as a solicitor's fee.