Assets Under Management
$740.9M
Number of Clients
270
Number of Advisors
3
Average Client AUM
$2.7M
AUM per Advisor
$247.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
FRG Family Wealth Advisors LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment profiles and construct plans to aid in portfolio selection. FRG generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non -U.S. securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
10900 NE 8th Street, Suite 1600, Bellevue, WA, 98004