Fig Tree Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,132,312
Clients
110
Advisors
1
of 1 employees
About
Fig Tree Wealth Management LLC is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations and charitable organizations. In addition to ongoing investment management, the firm offers pension consulting, participant education, and estate planning support including access to digital trust-based estate plans.
The firm implements model portfolios (Core models and lower‑minimum P3 models) and monitors and rebalances accounts based on clients’ objectives and risk tolerances. Fig Tree applies a Biblically Responsible Investing overlay, using third‑party screening software to seek to minimize holdings in companies whose activities the firm identifies as inconsistent with particular Christian principles.
Compared with many solo independent advisers, Fig Tree’s practice is notable for working with charitable organization clients and for offering plan‑level pension consulting and participant seminars on topics such as diversification, asset allocation, risk tolerance and time horizon. The firm recently expanded its estate planning support to include wills and related services and makes available trust‑based estate plans through digital providers.
Client services
Expertise
Demographic focus
Fee options
Fixed fee for financial planning services from $250 to $10,000; up to $1,700 for digital estate planning services
Less than $100,000 - $100,000: 1.5% of AUM $100,000 - $500,000: $1,500 + 1.0% of AUM > $100,000 $500,000 - $1,000,000: $5,500 + 0.9% of AUM > $500,000 $1,000,000 - $2,000,000: $10,000 + 0.8% of AUM > $1,000,000 $2,000,000 - $4,000,000: $18,000 + 0.7% of AUM > $2,000,000 $4,000,000 - $8,000,000: $32,000 + 0.6% of AUM > $4,000,000 More than $8,000,000+: $56,000 + 0.5% of AUM > $8,000,000
Insurance commission-based compensation from sale of insurance products by licensed agents affiliated with the firm
Hourly financial planning fee between $200 and $400 per hour
Fee-only: Financial planning fixed fee ranging from $250 to $10,000 or hourly fee between $200 and $400 per hour
Main office
1199 Us 22
Mountainside NJ 07092
Advisors at this office
1
Most active in
New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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