FCG Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services, including investment objective guidance and manager recommendations. Financial planning covers investment, insurance, retirement, college, and debt/credit planning. FCG Wealth Management also utilizes an estate planning platform.
Assets Under Management$25M
Clients108
Advisors1
Avg. per Client$230K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
FCG Wealth Management offers investment management services where fees range up to 1.50% annually of the value of your portfolio. The fee is calculated monthly, based on the market value of your account at the end of the previous month. The advisory fee is negotiable.
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