FG&G Financial Services manages investment portfolios and provides financial consulting for individuals, retirement plans, trusts, and businesses. FG&G creates personalized investment strategies using a buy-and-hold approach, focusing heavily on passively managed mutual funds and individual bonds. In addition to portfolio management, FG&G consults on areas such as income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, and cash flow analysis. FG&G is owned by Certified Public Accountants and Certified Financial Planners who also operate an affiliated accounting firm.
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 - $1.0M | 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 and account minimums may be negotiable. Family accounts can be combined to determine the fee tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...