FIGA Capital Management provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. FIGA also offers financial planning services covering investments, insurance, taxes, retirement, education, and debt. FIGA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$33M
Clients2
Advisors1
Avg. per Client$16M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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