Fig Tree Wealth Management offers investment management and financial planning services tailored to individual client needs. They focus on Biblically Responsible Investing, minimizing exposure to companies involved in activities that conflict with Christian values. They offer model portfolios and may recommend third-party money managers. Financial planning services range from broad-based to single-subject planning. Pension consulting services are also available to employee benefit plans.
Assets Under Management$32M
Clients112
Advisors1
Avg. per Client$290K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Fig Tree Wealth Management's investment management fee is negotiable and ranges from 0.05% to 1.50% of your portfolio's value annually, billed quarterly. The fee is based on total household assets. For example:
- Less than $100,000: 1.5% per year
- $100,000 to $500,000: $1,500 plus 1.0% of the amount over $100,000
- $500,000 to $1,000,000: $5,500 plus 0.9% of the amount over $500,000
- $1,000,000 to $2,000,000: $10,000 plus 0.8% of the amount over $1,000,000
- $2,000,000 to $4,000,000: $18,000 plus 0.7% of the amount over $2,000,000
- $4,000,000 to $8,000,000: $32,000 plus 0.6% of the amount over $4,000,000
- More than $8,000,000: $56,000 plus 0.5% of the amount over $8,000,000
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