Fryar Financial is an independent registered investment advisor based in Durham, North Carolina, offering financial planning and non-discretionary asset management services to individuals, high-net-worth individuals, and retirement plan sponsors. Led by Marcus W. Fryar, the firm tailors investment strategies and asset allocations to each client's specific goals, time horizon, and risk tolerance. Fryar Financial manages portfolios using mutual funds, exchange-traded funds, and individual securities, emphasizing ongoing and regular account supervision. In addition to investment management, the firm provides financial planning services billed at fixed or hourly rates. The firm operates under a fiduciary duty to act in the best interests of its clients.
Fee Structure
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% |
Retail account fees generally will not exceed 1.5% per year.
