Frank, Rimerman Advisors is a registered investment advisor founded in 2000 and based in Palo Alto, California. The firm specializes in comprehensive financial planning and wealth management, helping clients define their investment goals, time horizons, and risk tolerance to build customized, diversified portfolios. Frank, Rimerman Advisors creates asset allocation plans using equities, fixed-income positions, index funds, bonds, and exchange-traded funds. The firm also assists clients with selecting third-party asset managers and sub-advisors when appropriate. In addition to investment management, Frank, Rimerman Advisors offers standalone financial planning services. The firm primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and select businesses.
Fee Structure
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% including platform, third-party manager, and custodian fees. Fees are negotiable and certain accounts may be managed without an advisory fee.