Assets Under Management
$2.4B
Number of Clients
2,126
Number of Advisors
23
Average Client AUM
$1.1M
AUM per Advisor
$105.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fragasso Financial Advisors offers discretionary asset management through a program account, retirement plan consulting, retirement asset advisory, retirement asset modeling, and investment account advisory services. They determine financial goals and risk tolerance through client discussions.
| Assets Under Management | 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 at the discretion of FFA.
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143