Fundamental Investment Alliance Group (FIAG) offers continuous asset management to individual and institutional clients. FIAG determines client objectives, time horizons, risk tolerance, and liquidity needs. FIAG manages accounts on a discretionary or non-discretionary basis, guided by client objectives and tax considerations. Clients can impose reasonable restrictions on investments.
Assets Under Management$10M
Clients5
Advisors4
Avg. per Client$2M
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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