Troy Fry is a registered investment advisor at Professional Financial Advisors, LLC, based in Hastings, NE, with 13 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,078 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Professional Financial Advisors (PFA) offers investment management services with fees based on a percentage of the assets managed.
For accounts in the Professional Financial Advisors Wrap Fee Program, the maximum annual fee is 1.60% of assets, but this fee is negotiable.
For mutual fund portfolios managed through American Funds, PFA charges:
- 0.75% annually on the first $999,999
- 0.50% annually on amounts over $1,000,000
For variable annuity portfolios, PFA charges up to 1.60% annually, and this fee is negotiable.
These fees are billed quarterly in arrears.
Location
747 N Burlington Ave Ste. G120, Hastings, NE, 68901
Get directionsHistory
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
Troy works as event staff for Kelly Nikkila Wedding, assisting with set up and tear down. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Professional Financial Advisors, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.