How does the advisor help clients – Key Takeaways:
- The team at FRASCA & ASSOCIATES LLC offers personalized financial expertise to their clients.
- They provide a wide range of financial services to help individuals and businesses achieve their financial goals.
- The advisors at FRASCA & ASSOCIATES LLC have over 20 years of experience in the financial industry.
- The firm has a strong commitment to transparency and building long-lasting relationships with their clients.
Facts and Insights
FRASCA & ASSOCIATES LLC is a highly reputable financial advisory firm that is dedicated to helping their clients achieve financial success. The firm was founded over two decades ago and has since established a strong track record of delivering sound financial strategies and personalized service to their clients. The team at FRASCA & ASSOCIATES LLC is comprised of financial experts who have a deep understanding of the complexities of the financial industry and are constantly working to stay updated on the latest trends and best practices in the field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
FRASCA & ASSOCIATES LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. They provide investment management, retirement planning, estate planning, tax planning, and business financial planning services. The firm also offers educational resources and guidance to help clients understand their financial options and make informed decisions.
Client Types
FRASCA & ASSOCIATES LLC serves a wide variety of clients, including high net worth individuals, families, and businesses. Their financial strategies are tailored to each client’s unique goals and risk tolerance. The firm values every client and strives to build strong, long-term relationships based on trust and open communication.
Fees & Compensation
FRASCA & ASSOCIATES LLC charges clients a percentage of assets under management as their main form of compensation. They also offer hourly consulting fees for certain services and may receive commissions from the sale of insurance or investment products. The firm is committed to transparency and will discuss all fees with clients before any services are rendered.
Background
FRASCA & ASSOCIATES LLC was founded by John Frasca, a highly experienced financial advisor with a passion for helping individuals and businesses achieve their financial goals. He has assembled a team of dedicated professionals who share his values and commitment to providing clients with the best financial advice and service possible.
Financial Advisor Disclosures to Know
FRASCA & ASSOCIATES LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm has a fiduciary duty to act in the best interest of their clients and must disclose any potential conflicts of interest. Clients can review the firm’s Form ADV, which includes important information about services, fees, and any disciplinary history of the firm, its advisors, or its affiliates.