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Fogel Investment Advisory Group
FOGEL INVESTMENT ADVISORY GROUP, INC. is a state-registered investment adviser. The firm manages $54 million in assets, with $11 million managed on a...
Overview
FOGEL INVESTMENT ADVISORY GROUP, INC. is a state-registered investment adviser. The firm manages $54 million in assets, with $11 million managed on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Fogel Investment Advisory Group charge for services?
The firm charges a percentage of assets under management for its advisory services. It does not receive commissions or third-party compensation.
Does Fogel Investment Advisory Group manage its own funds?
No. The firm does not sponsor or manage any pooled investment vehicles. It selects third-party mutual funds, ETFs, and separately managed accounts for client portfolios.
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