Financial Consultants Group (FCG) provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. FCG creates an investment plan for each client. FCG also offers financial planning, including investment planning, insurance, tax, retirement, and college planning. FCG may recommend insurance products through RetireOne, Inc., but clients are not obligated to use this service.
Assets Under Management$140M
Clients227
Advisors4
Avg. per Client$620K
Avg. per Advisor$35M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable, especially for accounts greater than $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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