Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.30% |
Fees are negotiable at the discretion of FFA.
Fee Estimator
Asset Management fees are based on a percentage of the market value of your accounts, according to the schedule below. Fees are negotiable. Retirement Asset Modeling Services have a flat fee ranging from $100 to $450. Investment Account Advisory Services are also based on a percentage of the market value of your accounts, according to the schedule below. Fees may be discounted for active-duty military or reserves, non-profit organizations and employee family related accounts. The advisory fee is shared between FFA and its advisory representatives.
Areas of Practice
Advisor Information
Office location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
Get directionsRegulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Paul is a Vice President-Financial Advisor at Fragasso Financial Advisors, working nearly full-time. He also works as a tax preparer and an independent insurance agent, dedicating minimal time to each.