Fees
How we get paid
We go through fees in a conversation of their own, at our very first meeting.
Financial Resources Group, LLC does not offer a one-size-fits-all solution; the same goes for our fees. Our team strives to keep fees as low as possible, while maintaining the highest quality investments and standards for our model portfolios, for your goals and risk tolerance.
There are multiple options for how we are compensated, and that can be discussed to find the best fit for you.
The fine print, up front
What we don't do
No performance-based fees
We do not charge fees based on a share of capital gains or capital appreciation in your accounts.
Cancel any time
The engagement agreement may be terminated by either party at any time on written notice, and we calculate a pro-rata refund for the unearned portion of any fee paid in advance.
Fees you can see
All fees are supported by an invoice itemizing the fee, and you authorize their deduction by the qualified custodian.
Costs we don't control
Our fee is separate from custodial charges and from the internal expenses of mutual funds and ETFs, which are described in each fund's prospectus. To understand your total cost you should review all of them.
Who we work with
No minimum
We do not require a minimum account balance for our investment management services.
We do not pay third parties to promote our advisory services, and it is our policy not to compensate clients for referring other clients. Anyone who recommends us does so because they want to.
Financial Resources Group offers investment advisory services to a diversified group of clients.
- Individuals
- High-net-worth individuals
- Trusts and estates
- Pension and profit sharing plans
- Charitable and non-profit organizations
- Corporations and other business entities
- Managed investment pools
Questions
Before you ask us
We go through fees in a conversation of their own, at our very first meeting. We do not charge performance-based fees, and we do not require a minimum account balance.
Our fee is separate from the custodian's charges and from the internal expenses of any mutual funds or ETFs held in your account, which are described in each fund's prospectus. Every fee we charge is supported by an invoice itemizing it. To understand your total cost you should review all three: ours, the custodian's, and the funds'.
No. The engagement agreement may be terminated by either party at any time on written notice, and we calculate a pro-rata refund for the unearned portion of any fee already paid in advance.
Our fees are described in Financial Resources Group, LLC’s Form ADV Part 2A. A complete copy of the brochure is available free of charge on request. Call (860) 657-8380 or email service@frplan.com. Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor.
Next step
Want to know what it would cost you?
Book a free consultation and we'll walk you through it.
Or just call us:(860) 657-8380