Peggy Frye is a CFP-designated registered investment advisor at Glenayr Family Advisors LLC, based in Brightwood, VA, with 23 years of industry experience. Peggy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Total fee (Glenayr + Third Party Manager) will not exceed 3%.
Fee Estimator
Location
Brightwood, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peggy is an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute®, dedicating minimal time. She also owns 50% of Glenayr Farm LLC and Glenayr Airedales, a working farm breeding show dogs and Angus beef cattle, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Glenayr Family Advisors LLC
Previous Registrations
Independent Financial Partners
The Caring Advisor, INC.
Citigroup Global Markets INC.
Citicorp Investment Services
State Registrations2 states
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