Fig Tree Financial offers investment advice to individuals, high net worth individuals, trusts, estates, and small businesses. Fig Tree Financial works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Fig Tree Financial typically constructs portfolios using individual equity positions, exchange-traded funds, and covered options. The firm's investment strategies are primarily long-term focused.
Fee Structure
Fig Tree Financial charges a percentage of your portfolio each year, ranging from 0.25% to 0.75%. The exact percentage depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Fig Tree Financial. Clients may also be offered a fixed annual fee. These fees are paid quarterly.