Donald Bentley is a registered investment advisor at Fwg Investments, LLC, based in Lexington, KY, with 27 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,434 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509
Get directionsHistory
Regulatory History (7)
Regulatory
April 2020Customer Dispute
February 2018Regulatory
February 2017Customer Dispute
April 2015Customer Dispute
March 2015Customer Dispute
October 2003Customer Dispute
October 2002Other Business Activities
Donald co-owns KMBD, LLC, a rental property, and spends a few hours per week on phone calls related to it. He also owns 50% of R&D Lots, LLC, buying/selling residential lots, dedicating minimal time to this activity.
Employment History
Current Registrations
Fwg Investments, LLC
Previous Registrations
Fwg Investments, LLC
Global Financial Private Capital, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Mony Securities CORP.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.