Frank Fantozzi
Frank Fantozzi is a registered investment advisor at Return on Life Wealth Partners, based in Brecksville, OH, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 284 clients with $470M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.45% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and you as the Client. In certain circumstances, our fees and the timing of the fee payments may be negotiated.
Fee Estimator
Location
7000 Fitzwater Rd Ste 300, Brecksville, OH, 44141-1368
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 sells various types of insurance, including long-term care, disability, and life insurance, through Planned Financial Services. He is also involved in real estate rentals, film production, retirement plans, tax preparation, and expert witness work, and dedicates a significant amount of time to providing investment advisory services through Planned Financial Services.
Employment History
Current Registrations
Return on Life Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations30 states
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