Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FEG offers investment management through its Outsourced Chief Investment Officer (OCIO) and Managed Portfolios services. Fees for OCIO generally range from 0.01% to 0.40% of the amount you invest, and fees for Managed Portfolios range from 0.55% to 1.15% of the amount you invest if FEG is your advisor. These fees are subject to a minimum. For clients using an independent financial intermediary advisor, the management fee is 0.30% (not including platform fees). Actual investment fees may vary.
Location
3500 Oak Lawn Ave, Suite 240, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Feg
Previous Registrations
Larry Thompson & Associates, INC.
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.