Frank Andrescavage
Frank Andrescavage is a registered investment advisor at Impact Partnership Wealth, LLC, based in Lancaster, PA, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
1853 William Penn Way, Ste 7, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank owns Retirement Advisory, where he sells fixed annuities and life insurance. He dedicates about a quarter of his time to this, with some of that time occurring during security trading hours.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Aegis Wealth Management, INC.
Gradient Advisors, LLC
Virtue Capital Management, LLC
Brookstone Capital Management LLC
Royal Fund Management, LLC
Foresters Equity Services, INC.
Foresters Equity Services, INC.
H. Beck, INC.
Financial Network Investment Corporation
Modern Portfolio Managemnt INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.