Frank Speno is a registered investment advisor at Sanders Capital, LLC, based in West Palm Beach, FL, with 2 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 $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.90% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees for accounts above $225 million are negotiable. All Asset Value Portfolios have different fee schedules based on risk and volatility target: Mid Volatility Target: 1% per annum, plus a performance allocation of 15% after a preferred return of 8%; High Volatility Target: 1.25% per annum, plus a performance allocation of 20% after a preferred return of 10%
Fee Estimator
Location
777 S. Flagler Drive E. Tower, Suite No. 1100, West Palm Beach, FL, 33401-5153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sanders Capital, LLC
State Registrations1 state
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