FWG Investments offers financial planning and asset management services. For asset management, client portfolios are generally placed in a model overseen by FWG and sub-advised by AE Wealth Management. FWG assists clients with establishing accounts at Fidelity. Clients grant FWG and AE Wealth Management discretionary authority to manage investments. FWG also offers non-managed courtesy accounts. FWG representatives may also sell insurance products through their affiliate, Family Wealth Group, LLC.
Assets Under Management$250M
Clients1,434
Advisors9
Avg. per Client$170K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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