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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"2026 FORM ADV PART 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Frisch Financial Group use?","answer":"Frisch Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $925M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Frisch Financial Group have?","answer":"Frisch Financial Group has 6 investment adviser representatives registered with state securities authorities, out of 18 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Frisch Financial Group invest in?","answer":"At the end of its last fiscal year, Frisch Financial Group’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 6% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Frisch Financial Group?","answer":"Frisch Financial Group’s direct owners are David Frisch (75% or more), Joyce Streithorst (5% to 10%) and Jason Sacks (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Frisch Financial Group get paid?","answer":"Frisch Financial Group is paid through a percentage of assets under management and fixed fees. 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