Fryar Financial provides financial planning and non-discretionary asset management services to individuals, high-net worth individuals, and retirement plan sponsors. Fryar Financial tailors investment strategies to each client's needs, focusing on asset allocation and risk tolerance. They do not offer a wrap fee program and do not take custody of client funds.
Assets Under Management$19M
Clients70
Advisors2
Avg. per Client$280K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.97% |
| $500K - $1.0M | 0.92% |
| $1.0M - $2.0M | 0.87% |
| $2M+ | 0.82% |
Fees are generally paid quarterly in advance based on the prior quarter-end value, not to exceed 1.5% for retail accounts and 0.7% of assets for Retirement Plan Sponsors unless the scope, complexity, amount of time, or expertise required warrant a higher fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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