The Faragi Group, LLC offers ongoing portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. They create a plan to help select a portfolio that matches your specific situation. The firm generally limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, hedge funds, REITs, insurance products including annuities, private placements, and government securities.
Assets Under Management$14M
Clients58
Advisors1
Avg. per Client$240K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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