Paul Edward Fritch CPA provides portfolio management services tailored to each client's goals, risk tolerance, and time horizon. This includes creating an investment policy statement and selecting a suitable portfolio. The firm also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Paul Edward Fritch CPA primarily recommends mutual funds, but may also use fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$1.7M
Clients6
Advisors1
Avg. per Client$280K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K+ | 1.68% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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