Assets Under Management
$20.6B
Number of Clients
188
Number of Advisors
2
Avg. Portfolio per Client
$109.4M
Avg. Managed per Advisor
$10.3B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Fund Evaluation Group (FEG) offers investment advice, managing portfolios for institutions. FEG's services include consulting and outsourced chief investment officer (OCIO) services. FEG works with nonprofits, retirement plans, insurance companies, and financial advisors. FEG aims to help clients reach their goals through investment performance and research. FEG is owned by its employees through an employee stock ownership plan.
Fee Structure
FEG offers investment management through its Outsourced Chief Investment Officer (OCIO) and Managed Portfolios services. Fees for OCIO generally range from 0.01% to 0.40% of the amount you invest, and fees for Managed Portfolios range from 0.55% to 1.15% of the amount you invest if FEG is your advisor. These fees are subject to a minimum. For clients using an independent financial intermediary advisor, the management fee is 0.30% (not including platform fees). Actual investment fees may vary.
Areas of Practice
Location
201 East Fifth Street, Suite 1600, Cincinnati, OH, 45202