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
FWG Investments offers financial planning and discretionary asset management services through a sub-advisory agreement with AE Wealth Management. They assist clients in establishing accounts at National Financial Services through Fidelity. Financial planning covers investment, retirement, insurance, tax, education, portfolio reviews, asset allocation, and real estate planning.
2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509