Fig Tree Capital provides financial planning and investment management services. Investment advice is provided with the client making the final decision on investment selection. Fig Tree Capital offers non-discretionary asset management services and financial planning and consulting on an hourly fee basis. Seminars and workshops are also offered to educate the public.
Assets Under Management$5.7M
Clients20
Advisors1
Avg. per Client$280K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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