F.I.G. Financial provides ongoing asset management and financial planning services. They gather information about your risk tolerance, goals, and current investments to create a personalized investment portfolio. Financial planning is offered at no additional cost to asset management clients. They use eMoney Advisors, a web-based system, to help clients monitor their portfolios and store documents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.20% |
| $100K - $250K | 1.55% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 0.85% |
| $1000K - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees are negotiable for accounts over $10,000,000. Samuel Jurrens, an investment advisor representative of F.I.G. Financial is the Owner, Chief Executive Officer and Chief Compliance Officer of Even Herd, LLC a registered investment advisor firm that offers the Even Herd Long Short Fund, an Exchange Traded Fund. F.I.G. Financial will only invest a portion of client’s portfolio in Even Herd Long Short Fund if F.I.G. Financial believes that it is in client’s best interest and meets the client’s investment objectives and risk tolerance.