The Financial Coaching Group (FCG) specializes in financial planning, which may include tax, insurance, retirement, and estate planning. FCG also offers asset management services through referrals to third-party money managers. FCG will help you select and monitor other money managers investing in alternative investments. FCG tailors its services to meet your individual needs by consultations to discover your individual hopes, goals and dreams.
Fee Structure
FCG does not directly manage your investments. Instead, FCG recommends third-party money managers to manage your portfolio. Fees for asset management do not exceed 1% annually. The specific fee will be outlined in the third-party money manager's advisory agreement. FCG receives a portion of the fee charged by the third-party money manager as a referral fee.