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Robert Fragasso

Fragasso Financial Advisors
54 Years of Experience
McMurray, PA
2 DisclosuresSells Insurance
View SEC Summary
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Robert Fragasso is a registered investment advisor at Fragasso Financial Advisors, based in McMurray, PA, with 54 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 2,205 clients with $2.8B in assets under management.

Fragasso Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,205 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.45%
$20M+0.30%

Fees are negotiable at the firm's discretion. Multiple accounts for the same household may be combined to reach lower fee tiers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3402 Washington Road, Suite 301, McMurray, PA, 15317

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
Customer Dispute
August 1988
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is a trustee for multiple trusts, chairman and CEO of Fragasoo Financial Advisors (DBA and RIA), and an independent insurance agent, dedicating minimal time to the trusts, full-time to Fragasoo Financial Advisors, and a few hours per week as an insurance agent. He is also the author of a book on starting an independent practice.

Employment History
Current Registrations
Fragasso Financial Advisors
June 1996 - Present · 30 yrs 4 mos
Previous Registrations
Private Client Services, LLCBroker
August 2018 - December 2021 · 3 yrs 4 mos
LPL Financial LLC
June 2018 - July 2018 · 1 mo
LPL Financial LLC
June 2003 - February 2018 · 14 yrs 8 mos
LPL Financial LLCBroker
February 1996 - August 2018 · 22 yrs 6 mos
Smith Barney INC.Broker
July 1993 - February 1996 · 2 yrs 7 mos
Butcher & Singer INC.Broker
May 1985 - September 1986 · 1 yr 4 mos
Lehman Brothers INC.Broker
November 1979 - July 1993 · 13 yrs 8 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
June 1975 - December 1979 · 4 yrs 6 mos
Csm Municipal Securities CorporationBroker
September 1972 - July 1975 · 2 yrs 10 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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