FRA Wealth Management is a registered investment advisor that offers personalized portfolio management and financial planning services. FRA Wealth Management creates investment portfolios tailored to each client's risk tolerance, goals, and time horizon, utilizing both discretionary and nondiscretionary management models. For investment portfolios, FRA Wealth Management employs an open-architecture approach, incorporating asset allocation, tax efficiency, and behavioral considerations, and may utilize third-party turnkey asset management programs like UX Wealth. In addition to managing investments, FRA Wealth Management provides comprehensive and modular financial planning services covering retirement and estate planning. The firm operates with a team led by Joseph RoosEvans and works with individuals, high-net-worth clients, corporations, and trusts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable and can be discounted at the household or account level.