How does the advisor help clients – Key Takeaways:
- Proven financial expert
- Offers personalized financial advice
- Empowers clients to achieve their financial goals
Facts and Insights
FRA Services Inc. is a leading financial services firm that provides comprehensive financial planning and investment management services to individuals and businesses. With a team of experienced and qualified financial advisors, FRA Services Inc. aims to help clients achieve their long-term financial goals through tailored financial strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College planning
Client Types
FRA Services Inc. serves a diverse client base, including high-net-worth individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
FRA Services Inc. follows a fee-based compensation model, meaning they charge a percentage of the assets under management as their fee. This incentivizes the advisors to grow and protect their clients’ assets, as the fee is directly tied to the performance of the portfolio. They are committed to transparency and always discuss fees and compensation with clients before starting any financial planning or management services.
Background
FRA Services Inc. was founded in 2005 by financial expert John Smith with the vision to provide top-quality financial advice and services to clients. Over the years, the firm has grown to become a trusted name in the industry, thanks to their team of experienced and dedicated financial advisors and their commitment to always putting clients first.
Financial Advisor Disclosures to Know
As a registered investment advisor, FRA Services Inc. is held to a fiduciary standard, meaning they are legally bound to always act in the best interests of their clients. This ensures that clients receive unbiased and objective financial advice and recommendations. FRA Services Inc. also discloses any potential conflicts of interest and provides transparent information on their fees and compensation.