Fra Wealth Management LLC
Assets Under Management
$100.0M
Number of Clients
568
Number of Advisors
3
Average Client AUM
$176K
AUM per Advisor
$33.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FRA Wealth Management LLC offers discretionary and non-discretionary investment models, emphasizing asset allocation and diversification. They integrate asset allocation, asset location, and emotional/behavioral aspects into their investment plans. They also provide financial planning services, including comprehensive and modular plans covering retirement and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees can be negotiated.
Fee Estimator
FRA Wealth Management LLC charges an annual fee based on a tiered scale of assets under management. For certain 401(k)s, 403(b)s, and 529 college savings plans, FRA Wealth Management LLC either charges a flat fee or an annual fee. A one-time review and asset allocation/investment recommendation is available for a fee of $250. Financial plans are provided at a fixed rate, with a maximum fee of $10,000. Financial review plans are provided at a fixed rate, with a maximum fee of $5,000. Fees can be negotiated.
Areas of Practice
Location
805 W. Hwy 50 Ste. B, O'Fallon, IL, 62269