FG&G Financial Services manages investment portfolios for various clients, including individuals and retirement plans. They work with clients to determine their investment goals and risk tolerance, then create a written investment plan. FG&G primarily uses mutual funds from Dimensional Fund Advisors (DFA). They also offer advice on other financial areas like tax planning, college planning, and retirement planning. FG&G also provides advisory services to participant-directed employee retirement benefit plans.
Assets Under Management$15M
Clients15
Advisors2
Avg. per Client$1M
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances. All accounts for members of the client's family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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