Lig Capital Management Fees & Minimum

Overview

Headquarters: Oklahoma City, OK
Total Firm Assets: $250 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: LIG ADV 2 (2026-04-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.25%
$250,001	$500,000	1.00%
$500,001	$1,000,000	0.80%
$1,000,001	$2,000,000	0.65%
$2,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,625	0.96%
$5 million	$31,125	0.62%
$10 million	$56,125	0.56%
$50 million	$256,125	0.51%
$100 million	$506,125	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 49.53%
Number of High-Net-Worth Clients: 65
Total Client Accounts: 820
Discretionary Accounts: 288
Non-Discretionary Accounts: 532

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 130489

LIG ADV 2 (2026-04-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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