Assets Under Management
$100.0M
Number of Clients
568
Number of Advisors
3
Average Client AUM
$176K
AUM per Advisor
$33.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
FRA Wealth Management LLC offers discretionary and non-discretionary investment models, focusing on asset allocation, location, and behavioral aspects. They provide comprehensive and modular financial planning services, considering retirement and estate planning. Fees are negotiated and depend on the scope and complexity of services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees can be negotiated.
805 W. Hwy 50 Ste. B, O'Fallon, IL, 62269