Frank Marano
Frank Marano is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Poughkeepsie, NY, with 11 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
Poughkeepsie, NY
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 1997Other Business ActivitiesSells Insurance
Frank is the owner and president of Marano Consulting, where he has worked since 1992, dedicating full-time hours. He independently sells insurance products, including life insurance, annuities, and Medicare.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
State Registrations2 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.