Factor Investing Group (FIG) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. FIG works with clients to identify their investment goals, risk tolerance, and financial situation to design a suitable portfolio strategy using exchange-traded funds, mutual funds, individual stocks, closed-end funds, and bonds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Wealth management fees range up to 1.30% annually based on several factors, including the complexity of the services to be provided, the inclusion of financial planning services, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable at the sole discretion of the Advisor. Clients may be offered a fixed rate fee schedule or a tiered fee schedule.