Frank Mannino
Frank Mannino is a CFP-designated registered investment advisor at One Wealth Advisors, LLC, based in Philadelphia, PA, with 7 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 434 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth charges an annual investment advisory fee based on the value of your portfolio, up to 1.50%. The fee covers tax preparation services through a third party for certain clients. A minimum fee of up to $10,000 may be required, but can be reduced or waived. Fees are negotiable. If One Wealth uses Betterment Institutional, a robo-advisor, you will be charged an additional asset-based fee by Betterment of up to 1.00% annually.
Location
Philadelphia, PA
Get directionsHistory
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 a member of the Board of Trustees for Multicultural Academy, a charter high school, dedicating minimal time. He is also an insurance agent with OWA Insurance Services, LLC, overseeing and placing sales of commissionable products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
One Wealth Advisors, LLC
State Registrations3 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.