Overview

Headquarters
Lafayette, CA
Total Firm Assets
$286 million
Average High-Net-Worth Client Portfolio Size
$2.5 million

Fee Disclosure

Source: DISCLOSURE BROCHURE FOR FIG WEALTH, LLC (2026-03-25) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,500,000 0.95%
$2,500,001 $5,000,000 0.90%
$5,000,001 $10,000,000 0.75%
$10,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $46,750 0.94%
$10 million $84,250 0.84%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
94.93%
Number of High-Net-Worth Clients
108
Total Client Accounts
522
Discretionary Accounts
511
Non-Discretionary Accounts
11

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
318369
  • DISCLOSURE BROCHURE FOR FIG WEALTH, LLC (2026-03-25) (fee schedule source) · View brochure text

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

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