Frugal Financial provides investment management services to retirement plans on a discretionary basis. Frugal Financial offers a fund lineup composed of index mutual funds to the plan. Frugal Financial aims to help clients understand and manage their responsibilities under federal retirement plan rules.
Assets Under Management$170M
Clients138
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Advisory fees are negotiable at the sole discretion of the firm, and arrangements with any particular client can differ from those described above. Should a client have more than one account managed by the Firm, then the Firm can elect - at its sole discretion, to aggregate the client’s accounts for the purpose of computing management fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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