FCIG Wealth Management directs clients to third-party investment advisors to manage their assets. FCIG creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Financial planning services are offered on a complimentary basis to clients of FCIG's service “Selection of Other Advisors”, and as a standalone service for a fixed fee. FCIG generally limits its advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$110M
Clients167
Advisors4
Avg. per Client$640K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.99% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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