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Expert Financial Management with FIGMENT INVESTMENT MANAGEMENT, LLC

FIGMENT INVESTMENT MANAGEMENT, LLC is a leading financial advisor firm that specializes in providing expert financial management services to clients. With a team of experienced and knowledgeable financial advisors, they strive to help their clients achieve their financial goals and secure their financial well-being. Their dedication to providing personalized, comprehensive, and strategic financial solutions has earned them a reputation as a trusted and reliable financial expert in the industry.

How does the advisor help clients – Key Takeaways:

1. Personalized Financial Planning: FIGMENT INVESTMENT MANAGEMENT, LLC understands that each client has unique financial needs, goals, and circumstances. Therefore, they take a personalized approach when creating a customized financial plan for each client.

2. Comprehensive Investment Management: The firm provides comprehensive investment management services that are designed to help clients grow and protect their wealth. They have a disciplined and diversified investment approach that has consistently delivered strong returns for their clients.

3. Strategic Risk Management: The financial advisors at FIGMENT INVESTMENT MANAGEMENT, LLC carefully assess and manage risks to help clients protect their assets and reach their long-term financial goals.

Facts and Insights

FIGMENT INVESTMENT MANAGEMENT, LLC was founded in 2005 and has been in business for over 15 years. The firm has a team of 10 experienced and qualified financial advisors who strive to provide exceptional financial services to their clients. As of 2021, FIGMENT INVESTMENT MANAGEMENT, LLC manages over $500 million in assets under management (AUM), making it one of the top financial advisor firms in the industry.

Assets Under Management, Number of Advisors, and Time in Business:

Year Founded Number of Advisors AUM (in millions)
2005 10 $500

Financial Services Offered

FIGMENT INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to their clients, including:

  • Financial planning and wealth management
  • Investment management and portfolio construction
  • Retirement planning and income distribution strategies
  • Estate planning and wealth transfer
  • Tax planning and optimization
  • Insurance planning and risk management

Client Types

FIGMENT INVESTMENT MANAGEMENT, LLC serves a diverse client base that includes:

  • Individuals and families
  • Business owners and entrepreneurs
  • Couples and retirees
  • High net worth individuals
  • Trusts and estates
  • Non-profit organizations

Fees & Compensation

FIGMENT INVESTMENT MANAGEMENT, LLC works on a fee-based compensation structure, which means that the firm charges a percentage of the

Company Information

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