Maria Fry is a registered investment advisor at Fry Investment Advisors, INC., based in Centerville, OH, with 5 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $27M 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 | 1.80% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.35% |
Advisory fees are generally negotiable. If the combined average daily balance of all Client's accounts during the Billing Period is under $50,000, Client will be charged the minimum platform fee of $100 even though this amount is greater than a 0.20% platform fee on that balance. As a result, the Client’s total annual fee may exceed 1.80%.
Fee Estimator
Location
323 Regency Ridge Dr., Centerville, OH, 45459
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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.
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Maria works as a financial advisor for Fry & Associates, CPAs, Inc, an accounting firm specializing in various financial services. This takes about a quarter of Maria's time, including about half of that time during securities trading hours.
Employment History
Current Registrations
Fry Investment Advisors, INC.
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.