Sigfig Wealth Management LLC

SigFig Wealth Management, LLC is an SEC-registered investment adviser founded in 2011. The firm offers discretionary investment advisory and portfolio management services to individuals through its web-based platform. Clients can link external brokerage accounts to track portfolios and receive investment recommendations based on risk profiles. SigFig primarily advises on model portfolios consisting of mutual funds, ETFs, and individual stocks. The firm manages approximately $2.97 billion in Client and Digital Advice Investor assets on a discretionary basis as of December 31, 2024. SigFig charges management fees up to 0.50% of assets under management and may set minimum investment amounts. The firm does not charge performance-based fees and does not engage in proxy voting for Client securities. SigFig has a referral arrangement with Cambridge Savings Bank and maintains constructive custody of Client assets. The firm exercises investment discretion within reasonable restrictions set by Clients and Financial Institutions. SigFig does not vote proxies on behalf of Clients and has no financial conditions impairing its ability to meet commitments. SigFig does not require prepayment exceeding $1,200 in advisory fees per client.