Fogel Investment Advisory Group, Inc.

Fogel Investment Advisory Group, Inc. (CRD# 143770) is a financial advisory firm headquartered in , . They manage $20,000,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $206,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Fogel Investment Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jacques J. Fogel
CRD#: 2918946
Fletcher, NC
63
Wealthminder
score

Jacques Fogel (CRD# 2918946) is an Investment Advisor Representative working at Fogel Investment Advisory Group, Inc. in Fletcher, NC and has over 19 years of experience in the finance industry.

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