FPG Wealth offers investment advice and manages portfolios for individuals. FPG Wealth creates tailored investment strategies based on client needs, including stocks, bonds, exchange traded funds, and mutual funds. FPG Wealth also provides financial planning or consulting services. FPG Wealth utilizes third-party investment advisory firms to aid in the implementation of investment portfolios.
Fee Structure
FPG Wealth offers two main services:
- Asset Management: The annual fee will not exceed 1.80% of your portfolio. Fees are negotiable.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of your portfolio. Fees are negotiable.
FPG Wealth also offers to manage a separate Options Account using collateral generated from your advisory account. The maximum annual management fee charged for this service will not exceed 1.80% for Asset Management clients and 2.00% for Comprehensive Portfolio Management clients. For Qualified Clients, FPG Wealth may charge a performance-based fee that shall not exceed 20% of net profits for the previous month’s account management.