Jeffrey Sheppard is a registered investment advisor at Fwg Investments, LLC, based in Lexington, KY, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,846 clients with $350M 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% |
The standard fee does not exceed 1.5% annually and is negotiable based on various factors including account complexity and total portfolio size. AE Wealth Management retains 0.40% of the assets under management for sub-advisory and administrative services.
Fee Estimator
Location
2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509
Get directionsHistory
Regulatory History (1)
Regulatory
April 2020Other Business Activities
Jeffrey is a member/owner of Jeff Sheppard Apparel LLC, a commercial real estate rental business, and spends minimal time on rent collection. He is also a member/owner of 5 LLCs operating as Daddy Yo's Frozen Desserts retail ice cream shops, dedicating a few hours per week to this venture.
Employment History
Current Registrations
Fwg Investments, LLC
State Registrations6 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.
Exams
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