Frg Family Wealth Advisors
Assets Under Management
$740.9M
Number of Clients
270
Number of Advisors
3
Average Client AUM
$2.7M
AUM per Advisor
$247.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FRG Family Wealth Advisors LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment profiles and construct plans to aid in portfolio selection. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non -U.S. securities.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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.
Areas of Practice
Location
10900 NE 8th Street, Suite 1600, Bellevue, WA, 98004