FG
FG

Frank Goodman

21 Years of Experience
Memphis, TN

Frank Goodman is a registered investment advisor at Mercury Investment Group, based in Memphis, TN, with 21 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 101 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
101 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$252.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be lower for larger accounts, as indicated in the client's investment contract.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

40 South Main Street, Suite 1720, Memphis, TN, 38103

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Mercury Investment Group
March 2007 - Present · 19 yrs 2 mos
Previous Registrations
Mercury Investment Group
January 2004 - December 2006 · 2 yrs 11 mos
State Registrations1 state
TN
Advisor

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.

Exams
No exam information available for this advisor.
Frank Goodman - Financial Advisor | TrueAdvisor