FPR Investments provides investment management services where they manage client investments based on their goals and risk tolerance. They also offer financial planning services covering topics like retirement, investments, and estate planning. FPR also provides services to retirement plans as a limited scope fiduciary or investment manager.
Assets Under Management$12M
Clients5
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee is negotiable. For qualified clients, FPR also charges a performance-based fee equal to 15% of the yearly portfolio performance above an agreed upon benchmark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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