Robert Fragasso
Robert Fragasso is a registered investment advisor at Fragasso Financial Advisors, based in McMurray, PA, with 53 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,205 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
3402 Washington Road, Suite 301, McMurray, PA, 15317
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
August 1988Other 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
Previous Registrations
Private Client Services, LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Smith Barney INC.Broker
Butcher & Singer INC.Broker
Lehman Brothers INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Csm Municipal Securities CorporationBroker
State Registrations2 states
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.