Frank Zukowski
Frank Zukowski is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 31 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Financial
November 2019Other Business Activities
Frank works as an Investment Product Manager at Vanderbilt Financial Group, dedicating a few hours per week to coordinating and communicating investment products. He also introduces Independent Registered Investment Advisor firms to EstateGuru's estate planning solution, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Vanderbilt Advisory Services
Ark Global, LLC
Ark Global, LLCBroker
Previous Registrations
Ark Global
Foreside Fund Services, LLCBroker
Quasar Distributors, LLCBroker
Cohen & Steers Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.