Frisch Financial offers investment advisory services, including discretionary and non-discretionary management. They also provide financial planning and consulting services when requested. Frisch Financial works with clients to determine their investment objectives and allocates assets accordingly, monitoring and rebalancing as needed. They may recommend other professionals for implementation purposes, but clients have the final decision.
Fee Structure
Frisch Financial charges an annual investment advisory fee that can be up to 2.0% of the total assets they manage or advise on. The fee is based on factors like the amount of assets, complexity, and the scope of services. There is a minimum quarterly fee of $2,500. Fees are typically deducted from the client's custodial account.
