Fro-Time 4 provides ongoing supervision of your investment accounts, managing them based on your financial situation, goals, and risk tolerance. They offer advice on buying, selling, and reinvesting securities. Fro-Time 4 primarily invests in equities, ETFs, fixed income, mutual funds, options, and US government securities. They tailor their advice to your individual needs and allow you to place reasonable restrictions on your account.
Fee Structure
Fro-Time 4 charges an annual fee based on a percentage of the assets they manage for you. This fee ranges from 1.00% to 2.00% of your total assets under management. The exact fee is negotiable and depends on factors like the investment advisor representative providing the services, the type of client, the complexity of the client's situation, the potential for additional deposits, and the relationship with the investment advisor representative. Larger accounts typically have fees closer to 1.00%, while smaller accounts are closer to 2.00%.