FCG Investment Company provides ongoing investment portfolio management and financial planning services tailored to each client's goals, objectives, time horizon, and risk tolerance. For portfolio management, FCG Investment Company evaluates current investments and requests authority to make trades without asking first. The firm primarily recommends long-term investing and dividend growth strategies using mutual funds, fixed income securities, equities, and exchange-traded funds. Additionally, FCG Investment Company offers financial planning covering areas such as retirement, taxes, college savings, life insurance, and debt management. Some of the firm's professionals are also licensed insurance agents, accountants, attorneys, or retirement consultants, and may offer related services outside of investment advisory work.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are generally negotiable and billed monthly in advance based on the prior billing period's ending asset value.