Frank, Rimerman Advisors LLC (FRA) offers financial planning and wealth management services tailored to individual client needs. FRA helps clients define their investment objectives, time horizons, and risk tolerances to develop a comprehensive asset allocation plan. FRA constructs and manages customized portfolios diversified across various asset classes. FRA also assists clients with selecting third-party asset managers and provides portfolio evaluations.
Assets Under Management$3B
Clients105
Advisors3
Avg. per Client$29M
Avg. per Advisor$1B
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $100.0M | 0.20% |
| $100M+ | 0.10% |
Total annual fees typically range from 0.30% to 1.20% and are negotiable. New clients generally have a minimum fee of $15,000 annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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