Financial experts at FRY INVESTMENT ADVISORS, INC. provide expert guidance and advice to individuals, families, and businesses to help them achieve their financial goals. With years of experience in the financial industry, FRY INVESTMENT ADVISORS, INC. has established a strong reputation for providing personalized and comprehensive financial services.
How does the advisor help clients – Key Takeaways
FRY INVESTMENT ADVISORS, INC. helps clients by offering a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
The company works closely with each client to understand their unique financial situation and develop a personalized financial plan that aligns with their goals and objectives. FRY INVESTMENT ADVISORS, INC. also provides ongoing support and guidance to help clients navigate any changes or challenges that may arise.
Facts and Insights
Founded in 2000, FRY INVESTMENT ADVISORS, INC. has over 20 years of experience in providing financial advice and services to clients. The company has a team of experienced and highly qualified advisors who have a deep understanding of the financial markets and can offer valuable insights to clients.
According to the latest publicly available data, FRY INVESTMENT ADVISORS, INC. manages $1.5 billion in assets under management (AUM), with a team of 10 advisors. This translates to an average AUM per advisor of $150 million.
Assets Under Management, Number of Advisors and Time in Business
| Year Founded | 2000 |
|---|---|
| Number of Advisors | 10 |
| Assets Under Management | $1.5 billion |
Financial Services Offered
FRY INVESTMENT ADVISORS, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Wealth Transfer
- Legacy Planning
Client Types
FRY INVESTMENT ADVISORS, INC. works with a diverse range of clients, including high net worth individuals, families, and businesses. The company has a deep understanding of the unique financial needs and goals of each client and tailors its services to meet their specific requirements.
Fees & Compensation
FRY INVESTMENT ADVISORS, INC. follows a fee-only structure, which means they do not earn any commissions or compensation from the sale of financial products. Instead, they charge a percentage of AUM as their fee for managing and advising on the client’s investments. This fee structure ensures that the company’s interests are aligned with its clients’ interests and there are no conflicts of interest.
Background
FRY INVESTMENT ADVISORS, INC. was founded in 2000 by John Fry, who has over 30 years of experience in the financial industry. The company is headquartered in New York City and has a team of experienced and knowledgeable advisors who are committed to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
As with all financial advisors, there are a few important disclosures to keep in mind when considering working with FRY INVESTMENT ADVISORS, INC. These disclosures include any legal or disciplinary actions, regulatory actions, and conflicts of interest that may exist. Clients can find this information on the Securities and Exchange Commission’s website or by requesting it directly from the company.