Don Fruge
Don Fruge is a registered investment advisor at Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv), based in Oxford, MS, with 18 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 71 clients with $130M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees may be negotiated for institutional clients and certain relationships, including retirement plans or nonprofits.
Fee Estimator
Location
2086 Old Taylor Road, Suite 1013, Oxford, MS, 38655
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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
Don is a partner at Fruge' Law Firm, PLLC, providing legal services and non-investment related business. This activity takes about 10-20% of Don's time.
Employment History
Current Registrations
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Previous Registrations
Hardy Reed Fruge Capital Advisors, LLC
State Registrations2 states
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