Robert Ivano Fragasso

Fragasso Financial Advisors

53 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Fragasso Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

2,126 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	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 at the discretion of FFA.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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 Report How 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.