FWG Investment Management (FWGIM) is a registered investment advisor that serves as the sub-investment advisor to the FWG Capital Fund. FWGIM provides discretionary investment management services to the Fund, but does not tailor its services to individual investors in the Fund, nor does it allow individual investors to influence the Fund’s investment objectives or trading decisions.
Assets Under Management$12M
Clients1
AdvisorsN/A
Avg. per Client$12M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee of 2.00% of assets managed, payable quarterly in advance. The management fee with respect to certain investors, including, without limitation, affiliates of the Advisor and/or Fund, may be waived, reduced, or otherwise modified by the Advisor in its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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