Daniel Vise is a registered investment advisor at Fg Wealth Management, based in Tulsa, OK, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 33 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FG Wealth Management offers portfolio management services where they recommend third-party investment advisors to manage your money. The fees you pay to FG Wealth Management are separate from the fees charged by the third-party advisors. FG Wealth Management's management fee will not exceed 2.00% annually. The fees are charged monthly or quarterly. FG Wealth Management may receive a portion of the advisory fee from the third-party advisor as a solicitor's fee.
Location
Tulsa, OK
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Regulatory History (6)
Customer Dispute
January 2017Customer Dispute
November 2013Customer Dispute
May 2013Customer Dispute
January 2013Customer Dispute
January 2013Customer Dispute
December 2012Employment History
Current Registrations
Fg Wealth Management
Previous Registrations
Onyx Wealth Advisors, INC.
Brecek & Young Advisors, INC.
AXA Advisors, LLC
State Registrations2 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.