Financial Design & Research (FDR) provides financial planning, investment management, and wealth management services to individuals, families, and organizations. FDR creates tailored investment portfolios based on a client's risk tolerance and financial goals. FDR also offers consulting services for financial plans and investment management for small businesses and non-profit organizations. FDR may also offer client-tailored workshops and training seminars.
Fee Structure
FDR charges an annual management fee based on the value of your portfolio. The fee ranges from 0.60% to 1.00% for individuals and 0.75% to 1.00% for other clients for stock and balanced portfolios. For fixed income portfolios, the fee ranges from 0.40% to 0.60% for individuals and 0.55% to 0.75% for other clients. A minimum portfolio size of $250,000 is generally required, but this may be waived. If the portfolio falls below the minimum, a higher fee may apply, not exceeding 1.25% for stock/balanced and 1.0% for fixed income.