Frank Geremia
Frank Geremia is a registered investment advisor at Geremia Financial Services, LLC, based in Edison, NJ, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 132 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geremia Financial Services offers investment management through a bundled wrap fee program, where clients pay a single annualized fee based on the total value of their portfolio. Financial planning services are included at no separate charge as part of this investment management. Specific fee percentages are detailed in a separate wrap fee brochure, and the firm may negotiate fees based on factors such as account size, anticipated future assets, and account composition.
Location
1090 King Georges Post Road, Suite 801, Edison, NJ, 08837-3705
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Frank is the owner of Geremia Capital LLC, a mortgage brokerage, since 2009. He introduces clients to banks and dedicates minimal time to this activity.
Employment History
Current Registrations
Geremia Financial Services, LLC
Previous Registrations
Geremia Financial Services, LLC
Ic Advisory Services, INC.
The Investment Center, INC.
State Registrations2 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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