How does the Advisor Help Clients – Key Takeaways:
FRA Wealth Management LLC is a trusted financial expert that provides a wide range of services to help individuals and businesses achieve their financial goals. As a boutique firm, they emphasize personalized attention and tailor their services to meet the unique needs of each client.
Here are some key takeaways on how FRA Wealth Management LLC can help clients:
- Provides expert financial advice and guidance
- Creates customized financial plans
- Offers investment management services
- Assists with retirement planning
- Helps with tax planning and preparation
- Offers insurance and risk management services
Facts and Insights:
FRA Wealth Management LLC has established itself as a leading financial services firm, providing top-notch guidance and support to clients for over a decade. With a team of experienced and knowledgeable advisors, they have helped countless individuals and businesses achieve their financial objectives.
Some interesting facts about FRA Wealth Management LLC include:
- Founded in 2008
- Managed over $500 million in assets
- Provides services to clients in over 10 states
- Has a strong track record of success
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 10+ | 13 years |
Financial Services Offered:
As a full-service financial firm, FRA Wealth Management LLC offers a variety of services to support clients in achieving their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Insurance and risk management
- Estate planning
- Education planning
Client Types:
FRA Wealth Management LLC serves a diverse range of clients, including individuals, families, and businesses. They have expertise in working with:
- High net worth individuals
- Corporate executives
- Small business owners
- Non-profit organizations
Fees & Compensation:
FRA Wealth Management LLC is a fee-based advisor, which means they charge a percentage of assets under management as their fee for services. This structure aligns their interests with those of their clients, as their compensation is tied to the success of their clients’ investments.
In addition to their asset-based fee, FRA Wealth Management LLC may also charge clients for certain financial planning services, such as retirement planning or tax planning. However, all fees are fully disclosed and discussed upfront with clients.
Background:
FRA Wealth Management LLC was founded in 2008 by a team of experienced and dedicated financial advisors. They have since expanded their team and services, but their commitment to providing personalized and comprehensive financial advice remains unchanged. The firm’s principals have a combined 50+ years of experience in the financial industry and hold various certifications and designations.
Financial Advisor Disclosures to Know:
When choosing a financial advisor, it is important to be aware of any potential conflicts of interest or previous regulatory issues. Some key disclosures to know about FRA Wealth Management LLC include:
- No reported disciplinary actions by regulatory authorities
- No reported criminal offenses
- No reported civil judicial actions
- No reported customer disputes
For a complete and up-to-date understanding