AS
AS

Alexander Schnulo

4 Years of Experience
Hurricane, WV

Alexander Schnulo is a registered investment advisor at Fwg Investments, LLC, based in Hurricane, WV, with 4 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,846 clients
Average Client Portfolio
$189K average
Assets Under Management
$349.0M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3751 Teays Valley Rd, Hurricane, WV, 25526

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexander is the Advisory Council President for The Salvation Army Boys & Girls Clubs of Charleston, dedicating minimal time to fundraising and resource development. He is also the Chapter President for BNI - Power Chapter, a business networking group, spending about 10-20% of his time leading meetings and directing chapter goals.

Employment History
Current Registrations
Fwg Investments, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2021 - May 2024 · 2 yrs 7 mos
State Registrations3 states
KYNCWV
Advisor

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
No exam information available for this advisor.
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