FRG Family Wealth Advisors offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. FRG creates an investment profile for each client and constructs a plan to aid in the selection of a suitable portfolio. FRG generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities. Clients may impose restrictions on investing in certain securities or types of securities in accordance with their values or beliefs.
Assets Under Management$740M
Clients270
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. FRG may charge an annual fixed fee for portfolio management services, ranging from $10,000 to $75,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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