Feg Investment Services, LLC
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Overview
Feg Investment Services, LLC operates as an advisory firm that has its headquarters in Cincinnati, Ohio. It administers $1.8 billion in total assets across one customer account, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 5 financial advisors. Feg Investment Services, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like bonds, options and equities.
Feg Investment Services, LLC oversees all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices for the client's account without needing to seek client approval. The company administers about $1.8 billion for each client account. The average financial advisor at Feg Investment Services, LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
Feg Investment Services, LLC's main office is located at 201 E. Fifth St. Suite 1600, Cincinnati, Ohio 45202. The firm is registered to provide services to clients in the state of Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Feg Investment Services, LLC by the Numbers
$1.8 billion
14
1
$1.8 billion
Products and Services
Financial services that Feg Investment Services, LLC offers include portfolio management for pooled investment vehicles and selection of other advisers. It is not involved in selling products or offering services other than investment advice to its investment advisory clients. It also has a number of financial industry affiliations, including with a pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Feg Investment Services, LLC provides services to pooled investment vehicles. Feg Investment Services, LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Feg Investment Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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