FR Financial Advisors (FRFA) manages investment portfolios and provides financial planning services to individuals, retirement plans, trusts, and small businesses. FRFA works with clients to determine their investment objectives and risk profile, creating a written investment policy. FRFA primarily recommends portfolios of mutual funds and ETFs, and may include individual equity securities. FRFA also offers consulting services on isolated financial topics and sells insurance products.
Assets Under Management$120M
Clients140
Advisors2
Avg. per Client$880K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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