FRA SERVICES INC.

Overview

FRA Services Inc. is a small, institutionally focused advisory corporation that combines portfolio management for pooled vehicles with direct advisory and educational services. The firm acts as sponsor, general partner and managing member for pooled investment vehicles, and also delivers financial planning, portfolio management for individuals and small businesses, periodic publications and educational seminars. Its operating profile leans toward active management of private funds and running pooled vehicles rather than mass retail brokerage. The firm uses a flexible fee menu—percentage of AUM, subscription fees, fixed fees and performance-based fees—which allows compensation to be aligned with different product structures and client needs. FRA Services Inc. is not an active ESG investor and is not registered as a multistate adviser. Ownership is listed as individual, and the client base is institutional in nature.

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Location & Offices