Fraser Asset Management (FAM) manages individually tailored investment portfolios based on clients' individual needs and goals. FAM develops a personal investment policy with an asset allocation target and manages a portfolio based on that policy. FAM also provides financial planning services on topics such as retirement planning, risk management, college savings, cash flow, and debt management. FAM utilizes option strategies in all client accounts.
Assets Under Management$3.5M
Clients7
Advisors1
Avg. per Client$500K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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