Financial Enhancement Group (FEG) is a registered investment advisor providing ongoing investment management and financial planning services. FEG manages client portfolios and makes trades as needed. FEG also offers financial planning services covering investment planning, insurance, retirement, cash flow, debt management, education planning, estate planning, business planning, and social security timing. FEG may use sub-advisors for specialized investment strategies.
Assets Under Management$990M
Clients1,281
Advisors26
Avg. per Client$770K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.5M | 0.85% |
| $7.5M - $12.0M | 0.80% |
| $12.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
All advisory fees are negotiable. Additional fee schedules are offered based on family, employee, and legacy relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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