Fogel Investment Advisory Group offers investment management for individuals, retirement income planning, and retirement plan consulting for employer-sponsored plans. For investment management, Fogel works with clients to understand their financial situation, goals, and risk tolerance to build a suitable portfolio. Clients must approve the portfolio before investing. Fogel also offers retirement income planning to help clients make their income last through retirement.
Assets Under Management$46M
Clients76
Advisors1
Avg. per Client$610K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees can be negotiated in certain situations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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