Foxtrot Investments Group (FIGL) provides ongoing portfolio management based on individual client goals and risk tolerance. FIGL uses six proprietary investment models comprised of ETFs. FIGL also offers financial planning, including updates to the plan, progress tracking, and adjustments to cash flow and debt strategies. Financial plans may include investment, tax, retirement, education, debt/credit, risk management, and estate planning.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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