Family Wealth Consulting Group (FWCG) offers personalized portfolio management services. FWCG's team helps clients design goal-oriented investment strategies, considering tax and economic consequences. They coordinate with clients' existing professionals to implement effective plans. FWCG provides continuous portfolio supervision on a discretionary or non-discretionary basis, investing in various securities. They also manage pooled investment vehicles.
Assets Under Management$21M
Clients2
Advisors2
Avg. per Client$11M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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