Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Fee-Only (% of Portfolio)Fixed/Hourly
Frugé Capital Advisors offers investment management, financial planning, institutional consulting, and retirement plan services. They focus on providing institutional-quality investments and comprehensive wealth management advice. Frugé Capital Advisors is a fee-only firm and does not receive commissions. They work with other professionals like lawyers and accountants as needed.
Assets Under Management$130M
Clients71
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees may be negotiated for institutional clients and certain relationships, including retirement plans or nonprofits.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...