Frassati Wealth is a registered investment advisor founded in 2026 and based in El Cajon, California. The firm provides continuous investment management and personalized financial planning services for individuals and high-net-worth clients. Frassati Wealth specializes in integrating Catholic social teachings and faith-based values into investment portfolios using screening models and sustainable principles, alongside traditional strategies. The firm's investment approach relies on modern portfolio theory, fundamental analysis, and diversified exchange-traded funds and mutual funds, with options for third-party model marketplaces and specialized managers. Frassati Wealth operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales, and the firm does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable. Household accounts may be aggregated. Combined advisory fees with outside managers will not exceed 2%.