FCG Investment Company offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and request authority to make trades without client permission for each transaction. FCG also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed income, equities, and ETFs, favoring long-term investing and dividend growth.
Assets Under Management$570M
Clients351
Advisors10
Avg. per Client$1.6M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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