FIG Wealth manages investment portfolios for individuals, trusts, and businesses, allocating assets among traditional investments, real assets, and alternative financial strategies. FIG Wealth tailors its services to meet individual client needs, assessing risk tolerance and financial situations. The firm also selects independent managers to manage portions of client assets and monitors their performance. FIG Wealth's investment committee meets regularly to review the firm's investment outlook and strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
For more illiquid securities, including alternative investments, the fee will vary depending upon the client, the amount of work done by the Firm in doing initial and ongoing due diligence on the investment and anticipated time horizon of the investment. The fee can be higher than the fee schedule above. These fees will range between 1.00% and 2.00% per annum. Customized fees are available for portfolios above $10,000,000.