Fwg Investments, Llc
Lexington, Kentucky
4.2
8 Reviews
Based in Lexington, KY, FWG Investments, LLC is a reputable local investment advisory firm. With a strong presence in the area, they operate from five offices, allowing them to effectively serve their clients. The firm boasts a dedicated team of 22 employees, with nine specifically focused on providing expert investment advisory services. With extensive knowledge and experience in the industry, FWG Investments manages an impressive average of approximately $37,730,000 in assets under management per investment advisor.
FWG Investments, LLC offers a flexible compensation structure, which includes various options such as a percentag...
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Assets Under Mgmt
$339.61M
Investment Professionals
9
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Disclosures
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
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Articles
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