Financial Partners Group (FPG) provides personalized investment advice and wealth management services. FPG works with individuals, high-net-worth individuals, charitable organizations, and retirement plans. FPG offers investment management, estate and tax planning advice, and financial planning services. FPG aims to help clients build, manage, and preserve their wealth to achieve their financial goals.
Fee Structure
FPG charges a percentage of your portfolio's value annually for investment management services. This fee covers investment advice, trading, and ongoing account maintenance. The specific fee is outlined in your Investment Advisory Agreement and can vary based on the size and complexity of your portfolio. FPG's maximum annual advisory fee is 1.25%. Fees are typically deducted from your account by the custodian, but you can also pay by check.