FCG Wealth Management offers ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. FCG Wealth Management uses modern portfolio theory to build diversified portfolios consisting of mutual funds, exchange-traded funds, equities, fixed income securities, annuities, and alternative investments. In addition to investment management, FCG Wealth Management provides financial planning covering retirement, taxes, college savings, and insurance, alongside access to specialized technology platforms for estate planning and commission-free insurance consultations. FCG Wealth Management serves individuals, high-net-worth individuals, and employee benefit plans with no account minimum.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees are negotiable at the sole discretion of the advisor and can reach up to 1.50% annually.