The Financial Planning Group (FPG) provides financial planning, consulting, and investment management services. FPG develops financial plans covering business planning, investments, insurance, retirement, education, estate planning, and tax and cash flow needs. FPG primarily allocates client assets among independent investment managers, mutual funds, exchange-traded funds, and individual debt and equity securities. FPG also provides advice about investments held in clients' portfolios.
Fee Structure
FPG provides wealth management services for an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.50% and 2.50%, depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction fees.