Fragasso Financial Advisors
Assets Under Management
$2.4B
Number of Clients
2,126
Number of Advisors
23
Average Client AUM
$1.1M
AUM per Advisor
$105.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fragasso Financial Advisors offers asset management through a program account and financial planning services. They determine financial goals and risk tolerance through client discussions. They may recommend third-party portfolio managers and also handle accounts on a non-managed basis.
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
Location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143