Daniel Sciortino

Fig Tree Wealth Management's investment management fee is negotiable and ranges from 0.05% to 1.50% of your portfolio's value annually, billed quarterly. The fee is based on total household assets. For example:

• Less than $100,000: 1.5% per year
• $100,000 to $500,000: $1,500 plus 1.0% of the amount over $100,000
• $500,000 to $1,000,000: $5,500 plus 0.9% of the amount over $500,000
• $1,000,000 to $2,000,000: $10,000 plus 0.8% of the amount over $1,000,000
• $2,000,000 to $4,000,000: $18,000 plus 0.7% of the amount over $2,000,000
• $4,000,000 to $8,000,000: $32,000 plus 0.6% of the amount over $4,000,000
• More than $8,000,000: $56,000 plus 0.5% of the amount over $8,000,000