A complete list of active advisors currently associated with FPR Investments LLC

Warmer can help you find a great advisor at FPR Investments LLC or one who fits your needs even better.

FPR Investments LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and retirement plans. The firm reports managing approximately $9.73 million on behalf of six clients and offers both ongoing portfolio management and one-time or periodic financial planning engagement. The firm tailors portfolios to client objectives and risk tolerance, employing methods that include fundamental, technical, charting and cyclical analysis, and executes trades on a discretionary basis. For qualified clients it also uses a performance-based fee structure — charging 20% of annual returns above an agreed benchmark with a high-water mark and eligibility tests (minimum assets under management or net worth thresholds) as described in its brochure. Compared with many independent advisers, FPR’s Form ADV discloses predecessor and advertised performance results and explicit performance-fee arrangements, which is uncommon for firms in this category. The firm also provides pension consulting and can act as either a limited-scope ERISA 3(21) advisor or a discretionary ERISA 3(38) investment manager for plans, and it states no account minimum while capping ERISA plan fees at 0.50%.

To learn more about the advisors currently working at FPR Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.