Overview
- Headquarters
- Bellevue, WA
- Total Firm Assets
- $834 million
- Average High-Net-Worth Client Portfolio Size
- $6.4 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: FRG FAMILY WEALTH ADVISORS BROCHURE (2025-03-31)
· View brochure text
Latest filing: FRG FAMILY WEALTH ADVISORS BROCHURE (2026-03-21)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.50% |
| $3,000,001 | $20,000,000 | 0.30% |
| $20,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $26,000 | 0.52% |
| $10 million | $41,000 | 0.41% |
| $50 million | $131,000 | 0.26% |
| $100 million | $231,000 | 0.23% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 86.86%
- Number of High-Net-Worth Clients
- 113
- Total Client Accounts
- 684
- Discretionary Accounts
- 341
- Non-Discretionary Accounts
- 343
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 282542
- FRG FAMILY WEALTH ADVISORS BROCHURE (2026-03-21) · View brochure text
- FRG FAMILY WEALTH ADVISORS BROCHURE (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗