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Financial Economics Consulting Group, Inc.

Updated today

Client assets under management

$82,272,451

Clients

144

23% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

72

High

Average account size

$571,336

About

Financial Economics Consulting Group provides investment management, financial planning and consulting, business valuation, and litigation support to individuals (including high-net-worth clients), qualified retirement plans, trusts, small businesses and other organizations. The firm generally delivers portfolio management and advisory services that are commonly billed on an asset-based basis while also offering hourly or project-based consulting engagements.

The firm emphasizes individualized, security-by-security portfolio construction so clients typically hold the underlying securities in their accounts, and it combines a top-down macroeconomic (monetarist) perspective with bottom-up fundamental analysis to set asset allocation and security selection. Accounts are managed on either a discretionary or non-discretionary basis with a balanced total-return focus and explicit attention to fixed-income maturity and interest-rate exposure.

Distinctive features include a regular practice of preparing documented business valuation reports and providing litigation support and expert-witness services—offerings that are less common among firms of this type and size. Senior personnel also maintain academic and professional credentials (including chartered and valuation designations) and the firm relies on independent custodial relationships and institutional services to support trade execution, reporting, and back-office functions.

Client services

Portfolio management
Consulting, valuation and expert services

Expertise

Wealth management

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Fee options

Percentage

$0 - $1,000,000: 1% of Market Value $1,000,001 - $2,999,999: 0.85% of Market Value $3,000,000 - $4,999,999: 0.60% of Market Value $5,000,000 - $7,499,999: 0.55% of Market Value $7,500,000 - $9,999,999: 0.50% of Market Value $10,000,000+: 0.45% of Market Value

Project-based

Consulting fees at $200 per hour; Litigation support expert witness fees at $400 per hour plus expenses

Other

Fee-only: Consulting fees at $200 per hour; Litigation support expert witness fees at $400 per hour plus expenses

Main office location

Financial Economics Consulting Group, Inc.

2316 University Blvd., Suite 201

Tuscaloosa AL 35401, United States

Number of offices

1

Most active in

Alabama · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Stephen R

Series 63

Tuscaloosa, AL

Financial Economics Consulting Group, Inc.

Stephen Reinhart is a financial advisor with Financial Economics Consulting Group, Inc. in Tuscaloosa, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has served as an adjunct professor at the University of Alabama's Culverhouse College of Commerce since 2009. Outside his advisory role, Reinhart is a part-owner of two local companies involved in property management and rental activities. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a monetarist, top-down economic view with bottom-up fundamental and technical analysis to create customized, balanced portfolios focused on moderate risk.

Wealth management
user avatar

Robert M

CFP®, CFA®, Series 63

Tuscaloosa, AL

Financial Economics Consulting Group, Inc.

Robert Mcleod is a CFP® and CFA® with 34 years of experience at Financial Economics Consulting Group, Inc., where he has worked since 1986. He is also a professor of finance at the University of Alabama’s Culverhouse College of Commerce. Outside of his advisory role, he is involved in identifying and analyzing residential and commercial properties through a private company. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and consulting services. The firm combines a monetarist, top-down economic view with fundamental and technical analysis to build customized, balanced portfolios, and also provides business valuation and litigation support.

Wealth management
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