Fwg Investments, LLC

FWG Investments, LLC is a registered investment adviser based in Lexington, Kentucky, established on March 4, 2022. The firm specializes in providing financial planning services, including investment, retirement, insurance, tax, education, and real estate planning. They offer asset management services sub-advised by AE Wealth Management, providing clients with discretionary asset management programs overseen by a financial professional at the firm and sub-advised by third-party investment advisers. Clients have the ability to impose reasonable restrictions on investing in certain securities. The firm requires a minimum investment of $10,000 for asset management services, with fees not exceeding 1.5% annually, billed based on a percentage of assets under management. FWG Investments does not charge performance-based fees and primarily serves individuals, high net worth individuals, trusts, estates, charitable organizations, and small businesses. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients are encouraged to review account statements received from the qualified custodian and compare them against reports from FWG Investments. The firm does not directly or indirectly compensate for client referrals and does not require the use of a particular broker/dealer or custodian. Clients have the option to select their own broker/dealer or custodian.