Figure 8 Investment Strategies provides investment management and financial planning services, specializing in sustainable, responsible, and impact investing. Figure 8 serves individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other businesses. Figure 8 aims to align investments with clients' financial goals and social and environmental values.
Assets Under Management$200M
Clients182
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Comprehensive Investment Management Fees. Stand-Alone Investment Management Fees: Up to $1,000,000: 0.80%, $1,000,001 - $10,000,000: 0.60%, $10,000,001 and up: 0.40%. Fees and minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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