LaFargue Financial Group (LFG) offers investment management and financial planning services. For investment management, LFG uses a sub-advisory relationship with AE Wealth Management (AEWM) to access model portfolios and third-party money managers. LFG also provides financial plans covering personal finance, taxes, cash flow, insurance, retirement, and investments. Custody of assets is held at Charles Schwab or Fidelity Investments.
Fee Structure
LaFargue Financial Group (LFG) offers investment management through AE Wealth Management (AEWM). The annual fee is a percentage of your portfolio, up to a maximum of 2.8%. LFG and AEWM split this fee. For example, if the annual fee is 1.8%, LFG might receive 1.0% and AEWM 0.8%. A minimum of $200,000 is required to use this service, but LFG may waive this requirement.