Financial Economics Consulting Group (FECG) offers investment management and financial consulting services to individuals. FECG manages investment portfolios based on a client's risk tolerance, financial goals, and objectives. FECG also provides advice and recommendations to clients who prefer to manage their own investments. FECG's services include quarterly statements and meetings as requested by the client.
Assets Under Management$77M
Clients156
Advisors2
Avg. per Client$490K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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