Frank Elmer
Frank Elmer is a registered investment advisor at Frank Elmer Investment Strategies LLC, based in Los Altos, CA, with 23 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $34M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedule may be negotiable.
Fee Estimator
Location
309 Second Street Suite 3, Los Altos, CA, 94022
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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 →Employment History
Current Registrations
Frank Elmer Investment Strategies LLC
Previous Registrations
Stancorp Investment Advisers, INC.
Invesmart Advisors INC
State Registrations1 state
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