Frank Pare
Frank Pare is a CFP-designated registered investment advisor at Pf Wealth Management Group, LLC, based in Oakland, CA, with 32 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 122 clients with $40M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.88% |
| $3.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $15.0M | 0.57% |
| $15.0M - $20.0M | 0.55% |
| $20.0M - $25.0M | 0.50% |
| $25M+ | 0.45% |
Fees are non-negotiable.
Fee Estimator
Location
1970 Broadway, Suite 525, Oakland, CA, 94612
Get directionsHistory
Regulatory History (1)
Regulatory
December 2002Other Business ActivitiesSells Insurance
Frank is the President of PF Wealth Management Group, LLC, a registered investment advisor, dedicating about full-time hours to consulting and financial advising. He also provides insurance assessments and consulting to PF Wealth Management Group customers through Ohio National Life Insurance Company, within the time already committed to PF Wealth Management Group.
Employment History
Current Registrations
Pf Wealth Management Group, LLC
Previous Registrations
Bellatore Securities, INC.Broker
Loring Ward Securities INC.Broker
Mr. Stock, INC.Broker
Seafirst Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.