TrueAdvisor
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Sydney Millay

Fwg Investments, LLC
2 Years of Experience
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Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate InvestingHigh Net WorthBusiness Owners
Fwg Investments, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$174K average
Assets Under Management
$250.1M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee

Location

2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509

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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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Employment History
Current Registrations
Fwg Investments, LLC
January 2023 - Present · 3 yrs 1 mo
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.