Advisor at Fogel Investment Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fogel Investment Advisory Group, Inc.
Location
Fletcher, NC
Credentials
Series 63, Series 65, Series 66
Industry experience
27 years
Jacques Fogel is the principal of Fogel Investment Advisory Group, Inc. in Fletcher, NC, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has been with Fogel Investment Advisory Group since 2007 and also has a concurrent affiliation with Purshe Kaplan Sterling Investments. Fogel Investment Advisory Group provides investment management and retirement services to individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans. The firm emphasizes customized, long-term diversified portfolios with a predominantly non-discretionary asset base and offers participant education and workshop-style services for retirement plans.
Based on Fogel Investment Advisory Group, Inc.
Based on Fogel Investment Advisory Group, Inc.
Retirement income plan one-time fee between $500 - $1,000; Retirement plan consulting fees fixed annually, generally $1,000 - $5,000 depending on complexity
$0 - $249,999: 0.75% $250,000 - $499,999: 0.75% $500,000 - $749,999: 0.75% $750,000 - $999,999: 0.75% $1,000,000+: 0.75%
$125 per hour for financial income planning services (no ongoing management)
Fee-only: Hourly fee of $125 per hour for financial income planning clients who do not maintain assets with FIA, Inc.; one-time financial income planning fee between $500 - $1,000 depending on complexity; fixed annual fees for retirement plan consulting generally range from $1,000 - $5,000 depending on complexity and size of project
Fletcher, NC
North Carolina
Fogel Investment Advisory Group
2007 - Present (19 years)
Purshe Kaplan Sterling Investments
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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