Coleman Whitmill is a registered investment advisor at Fwg Investments, LLC, based in Georgetown, KY, with 1 years of industry experience. Coleman 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
1502 Oxford Drive, Suite 210, Georgetown, KY, 40324
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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
Fwg Investments, LLC
State Registrations1 state
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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