F
FPR Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,730,000
Total clients
6
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,621,667
About
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%.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
General estate planning guidance
Fee options
Financial planning fees range from $500 to $5,000 depending on complexity
$0 - $1,000,000: 1.75% $1,000,001+: 1.50%
20% of yearly portfolio performance above agreed benchmark for qualified clients
Main office location
FPR Investments LLC
North Myrtle Beach SC, United States
Number of offices
1
Most active in
FPR Investments LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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