FRA Services offers investment advice to individuals and institutions, including private funds. FRA creates personalized investment plans based on your goals, risk tolerance, and financial situation. FRA also provides newsletters. For private funds, FRA makes all investment decisions and selects brokers. FRA may recommend its affiliated private equity funds, but will disclose this relationship to clients.
Fee Structure
FRA Services charges a fixed monthly fee that is negotiated with each client. This fee doesn't necessarily relate to the amount of your assets or the time FRA spends on your account. The fee is based on your individual circumstances, such as complexity, assets, and portfolio style. For private funds, FRA charges an asset management fee and may also charge a performance-based fee based on the fund's profits.