Frank Booth
Frank Booth is a registered investment advisor at Voya Financial Advisors, INC., based in Newburgh, NY, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
52 North Plank Rd Suite 3, Newburgh, NY, 12550
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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 is an independent insurance agent selling fixed insurance products since 2015, dedicating nearly full-time hours to this activity. Frank also works as a real estate salesperson for Capitol Realty and Berkshire Hathaway Homeservices, spending about 10-20% of his time on each.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations13 states
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