FRA Wealth Management provides investment advisory services, including creating investment policy statements, risk analysis, asset allocation, portfolio construction, and ongoing manager selection and monitoring. FRA offers both discretionary and non-discretionary investment models. FRA also provides comprehensive and modular financial planning services, considering retirement and estate planning, and asset allocation strategies. FRA is not bound to a specific investment approach and evaluates each investment opportunity on its own merits.
Assets Under Management$100M
Clients568
Advisors6
Avg. per Client$180K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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