Frame Wealth Management provides wealth management services through a "Personal Chief Financial Officer" concept. This includes investment planning, development of an investment plan, implementation, and regular progress meetings. Frame Wealth Management offers discretionary investment management, advanced planning (wealth enhancement, transfer, protection, and charitable giving), financial planning, and relationship management. They also offer limited-scope second opinions on a complimentary basis to prospective clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $3,125.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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