Assets Under Management
$313.5M
Number of Clients
795
Number of Advisors
5
Average Client AUM
$394K
AUM per Advisor
$62.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
FWPP offers investment advice/management, financial planning, and consulting services. Investment strategies differ among advisors. They work with Schwab and SEI. Financial planning focuses on specific needs, including retirement, college, and estate planning. Investment management includes advisor-managed accounts and model portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.00% |
Fees may be negotiable.
9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222