Frank Demaio
Frank Demaio is a CFP-designated registered investment advisor at Jtd Financial Services, LLC, based in Bedford, NH, with 33 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 68 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual management fee ranges up to 1.25% and is negotiable.
Fee Estimator
Location
167 South River Road, Suite 11, Bedford, NH, 03110
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 an agent/rep/advisor for JTD Financial Services LLC, offering insurance and financial services since 2007. He also rents a ski condo to Sunday River customers and provides financial planning and investment management services for wealthier individuals.
Employment History
Current Registrations
Jtd Financial Services, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Sterling Financial Services, LLC
Cambridge Investment Research, INC.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Pruco Securities CorporationBroker
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.