Fry Investment Advisors, Inc. offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Fry Investment Advisors creates an Investment Policy Statement for each client, which outlines the client’s current situation and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Fry Investment Advisors may direct clients to third-party investment advisors to manage all or a portion of the client's assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.35% |
Advisory fees are generally negotiable. If the combined average daily balance of all Client's accounts during the Billing Period is under $50,000, Client will be charged the minimum platform fee of $100 even though this amount is greater than a 0.20% platform fee on that balance. As a result, the Client’s total annual fee may exceed 1.80%.