Marc Fragola
Marc Fragola is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in South Burlington, VT, with 29 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
620 Hinesburg Rd, Suite 200, South Burlington, VT, 05403
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Marc provides investment advisory services through Kestra Advisory Services, LLC, dedicating up to full-time hours. He also engages in registered representative activities, consulting, and investment advisory services through NFP Corporate Services (NY), LLC as a CFP, working more than full-time hours.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations19 states
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
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