Fcg Investment Company

FCG Investment Company is a Partnership based in Tennessee, established in March 2020 by DENNIS RAY PLYLER and Lloyd Vernon Crawford III. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements outlining their current financial situation. FCG may request discretionary authority from clients to make investment decisions without prior approval. The firm operates as a fiduciary, prioritizing clients' interests and avoiding practices that advantage certain portfolios. Services include financial planning covering investment, tax, retirement, and debt planning. FIC primarily advises on mutual funds, fixed income securities, equities, and ETFs, emphasizing long-term investing and dividend growth strategies. Clients have a minimum investment requirement of $10,000, which may be waived. Portfolio management fees start at 0.90% annually, with negotiable rates. Financial planning fees range from $100 to $250 per hour. FIC does not participate in wrap fee programs. The firm manages over $255 million in discretionary assets and $202 million in non-discretionary assets as of December 2024. FIC does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and pension/profit sharing plans. Clients have the option to direct brokerage and FIC recommends Schwab Institutional and Fidelity Brokerage Services as custodians. FIC does not take custody of client accounts and offers discretionary and non-discretionary advisory services. The firm does not accept voting authority for client securities. FIC's financial condition is stable, with no bankruptcy petitions in the last ten years.