FCG Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,764,000
Total clients
100
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
100
Average account size
$157,640
Client services
Fee options
Financial planning fixed fees up to $2,000 monthly or up to $30,000 one-time project-based; Estate planning platform one-time fee of $750.
$0+: Up to 1.50% annually (negotiable) $0 - $5,000,000: 0.50% annually $5,000,000+: 0.35% annually
Insurance commissions received by supervised persons; commissions are not the primary source of compensation.
$75 to $100 per hour (negotiable)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
FCG Wealth Management LLC
Visalia CA, United States
Number of offices
2
Forms ADV
Quick links
Advisors at this firm
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