Stephen Frank
Stephen Frank is a registered investment advisor at Emvision Capital Advisors, LLC, based in Delaware, OH, with 35 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 429 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EmVision Capital Advisors charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client. Some clients may have a minimum quarterly fee or flat fee structures not based on the value of their investments.
Location
Delaware, OH
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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
Stephen sells fixed insurance products since 2018, dedicating about 10-20% of his time during securities trading hours. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Emvision Capital Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Emvision Capital Advisors, LLC
Investment Partners LTD
MML Investors Services, INC.
MML Investors Services, INC.Broker
New England SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations22 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.