FG
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Frank Giguere

32 Years of Experience
Jupiter, FL
BrokerSells Insurance

Frank Giguere is a registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Frank is an asset manager at Blackridge Asset Management, spending minimal time on this. He also works as an insurance agent and a travel agent, dedicating minimal time to each. Additionally, Frank works as a receiver at Lowes, spending about 10-20% of his time on this.

Employment History
Current Registrations
Blackridge Asset Management, LLC
December 2022 - Present · 3 yrs 5 mos
Peak Brokerage Services, LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Sagepoint Financial, INC.
December 2015 - August 2022 · 6 yrs 8 mos
Sagepoint Financial, INC.Broker
October 2005 - August 2022 · 16 yrs 10 mos
Sagepoint Financial, INC.
October 2005 - December 2015 · 10 yrs 2 mos
Sunamerica Securities, INC.
October 2000 - October 2005 · 5 yrs
Sunamerica Securities, INC.Broker
February 1997 - October 2005 · 8 yrs 8 mos
Oftring & Company, INC.Broker
January 1993 - February 1997 · 4 yrs 1 mo
State Registrations13 states
AZDCFLGAINMAMDNCNHNYRITXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Frank Giguere - Financial Advisor | TrueAdvisor