| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
FRG charges an annual fee based on assets under management, using a tiered fee schedule. The firm may also charge a fixed annual fee between $10,000 and $75,000 for portfolio management services. Fees are generally negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. The firm requires a minimum of $1,000,000 in household account size, but this may be waived at the firm's discretion.
10900 NE 8th Street, Suite 1600, Bellevue, WA, 98004
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