Fragasso Financial Advisors (FFA) offers asset management through a program account tailored to individual client needs. FFA determines financial goals, risk tolerance, and family responsibilities through discussions with clients. FFA also offers retirement plan consulting services to retirement plan sponsors. Additionally, FFA provides assessments, recommendations, and monitoring of client's choice of investments for retirement and non-retirement investment accounts.
Assets Under Management$2.8B
Clients2,205
Advisors26
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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