{
  "slug": "filigree-wealth-advisors",
  "name": "Filigree Wealth Advisors",
  "description": "Filigree Wealth Advisors is an independent, employee-owned financial advisory firm specializing in holistic wealth management and investment advisory services for individuals and families. They operate with a fierce fiduciary commitment, prioritizing client interests, and focus on delivering a responsive client experience with an emphasis on real investment returns after taxes, inflation, and fees.",
  "url": "https://optimly.ai/brand/filigree-wealth-advisors",
  "websiteUrl": "https://filigreeadvisors.com/",
  "logoUrl": "https://logo.clearbit.com/filigreeadvisors.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-11T14:45:02.097Z",
  "verifiedVitals": {
    "website": "https://filigreeadvisors.com",
    "category": "Wealth Management Firm",
    "what_it_does": "Filigree Wealth Advisors provides comprehensive wealth management, investment advisory, and financial planning services to individuals and families. They offer tailored investment management, including creating portfolios of individual stocks, bonds, ETFs, and other securities, and provide financial planning and consulting services covering investment, retirement, and estate planning. The firm operates with a fiduciary duty, prioritizing clients' interests.",
    "primary_audience": "Individuals and families, particularly high-net-worth individuals.",
    "core_product": "Wealth advisory and investment management services, including financial planning and portfolio management.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Filigree Wealth Advisors charges a maximum annual fee of 0.90% for investment management services, billed quarterly based on the account value. They also utilize a mix of fee arrangements, including a percentage of assets under management (AUM), hourly charges, and fixed fees for financial planning and portfolio management. A minimum account balance of $1,000,000 is generally required for investment management, though this may be waived."
    },
    "parent_ownership": "100% independent and employee-owned. The firm is owned by Gerald Graves and Christen Dudley."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790067801409
}