Advisor at Fig Tree Wealth Management LLC
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Firm
Fig Tree Wealth Management LLC
Location
Mountainside, NJ 07092
Credentials
ChFC®, Series 63
Industry experience
14 years
Daniel Sciortino is a ChFC® and Series 63 credentialed advisor with 14 years of industry experience. He is the principal of Fig Tree Wealth Management LLC, an independent firm he has led since 2022. His prior experience includes roles at National Wealth Management, Foresters Financial Services, and Sound State Entertainment. Outside of financial advising, he is involved in book publishing and education on biblical stewardship through Fig Tree Stewardship and is a member-owner of Godwit Coffee LLC, a coffee roastery focused on charitable activities. Fig Tree Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach includes diversified allocations tailored to risk profiles, with a Biblically Responsible Investing overlay that screens for consistency with specified Christian values, and offers pension consulting and participant education services.
Based on Fig Tree Wealth Management LLC
Fixed fee financial planning services range from $250 to $10,000
$0 - $100,000: 1.5% $100,000 - $500,000: $1,500 + 1.0% of assets over $100,000 $500,000 - $1,000,000: $5,500 + 0.9% of assets over $500,000 $1,000,000 - $2,000,000: $10,000 + 0.8% of assets over $1,000,000 $2,000,000 - $4,000,000: $18,000 + 0.7% of assets over $2,000,000 $4,000,000 - $8,000,000: $32,000 + 0.6% of assets over $4,000,000 $8,000,000+: $56,000 + 0.5% of assets over $8,000,000
Insurance agents affiliated with the firm earn separate commissions for insurance product sales
Hourly fee for financial planning services ranges from $200 to $400 per hour
Account minimum: No minimum stated; however, accounts below a minimum size may be terminated at the firm's discretion Fee-only: Fixed fees for financial planning from $250 to $10,000; hourly fees from $200 to $400 per hour
1199 Us 22
Mountainside, NJ 07092
New Jersey · Pennsylvania · Texas
Fig Tree Wealth Management LLC
2022 - Present (4 years)
Fig Tree Wealth Management LLC
2022 - Present (4 years)
National Wealth Management, Llc
2019 - Present (7 years)
Foresters Financial Services, Llc.
2015 - 2019 (4 years)
Sound State Entertainment
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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