Fpr Partners LLC

CRD#157311
Investment Advisor Firm

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Overview

Fpr Partners LLC is a financial advisor company that has its headquarters in San Francisco, California. It has $3.9 billion in assets throughout seven customer accounts, placing it among the largest firms in the nation by assets under management (AUM). Fpr Partners LLC has a small group, including 5 financial advisors. Fpr Partners LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, stocks and options.

Fpr Partners LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell decisions without needing to seek the client's permission. The company manages roughly $562.7 million for each customer account. The average financial advisor at Fpr Partners LLC manages around one client account, making it one of the most personalized firms in the country.

The firm's main office is located at 199 Fremont Street, San Francisco, California 94105. The firm is legally permitted to serve customers across 2 states, including California and Texas.

Assets Under Management

$3.9 billion

Number of Advisors

5

Disclosures

No

Office Location

199 Fremont Street
San Francisco, CA 94105

Fpr Partners LLC by the Numbers

Total Assets Under Management

$3.9 billion

National Average: $9.0 billion
Total Number of Employees

10

National Average: 71,771
Total Number of Accounts

7

National Average: 4,329
Average Account Size

$562.7 million

National Average: $2.1 million

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Fee Structure

Financial management fees usually are based on which services the firm provides the client. Fees charged by Fpr Partners LLC most likely include any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Fpr Partners LLC.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company provides services to pooled investment vehicles. Out of its seven customers, Fpr Partners LLC's largest client group is pooled investment vehicles. None of the firm's clients reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Fpr Partners LLC does not have any disclosures.

Please visit its Form ADV for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.