FigTree Financial Advisors offers investment advisory services to individuals. These services include asset management, financial planning and consulting, portfolio monitoring, and pension consulting. As a fiduciary, FigTree is legally required to act in the client's best interest. The firm creates tailored investment strategies based on the client's needs, goals, and risk tolerance.
Assets Under Management$29M
Clients74
Advisors2
Avg. per Client$390K
Avg. per Advisor$15M
Fee Structure
FigTree Financial Advisors charges a percentage of your portfolio each year for asset management services. The maximum annual fee will not exceed 2.00%. The fee is calculated based on the value of your investments at the end of the previous quarter and is billed quarterly in advance. The fees are negotiable.
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