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How does the advisor help clients – Key Takeaways:
FG Wealth Management provides expert financial services to its clients, helping them achieve their financial goals and secure their financial future. The firm offers a wide range of services and caters to various types of clients, ensuring personalized and comprehensive financial management.
Facts and Insights
As of 2021, FG Wealth Management has assets under management worth over $1 billion and 100 advisors working diligently to serve their clients. With over 20 years of experience in the financial industry, the firm has a proven track record of successfully managing and growing its clients’ wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 100 | 20 years |
Financial Services Offered
FG Wealth Management provides a wide range of financial services, including investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. These services are tailored to meet the individual goals and needs of each client.
Client Types
The firm caters to various types of clients, including individuals, families, business owners, and institutions. Their diverse team of advisors has the expertise to work with clients from all backgrounds and provide customized solutions to their financial needs.
Fees & Compensation
FG Wealth Management has a transparent fee structure and charges fees based on a percentage of assets under management. This ensures that the advisors’ interests align with the clients’ interests, as the firm only makes money when their clients’ portfolios grow. Clients are also informed about any additional fees, such as transaction fees, in advance.
Background
The firm was founded in 2001 with the vision of providing expert financial guidance to clients, helping them secure their financial future. The team at FG Wealth Management consists of highly qualified and experienced advisors who are dedicated to helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know
FG Wealth Management has a fiduciary duty to act in the best interests of their clients, meaning they must always put the clients’ interests before their own. Additionally, clients can access the firm’s Form ADV, which discloses any potential conflicts of interest, fees, and services offered.