Frank Esposito is a CFA-designated registered investment advisor at Evernest Financial Advisors, based in Carmel, IN, with 20 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 291 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EverNest's annual advisory fee is based on the amount of assets they manage for you. The fee is calculated quarterly, based on the value of your account at the end of each quarter. The specific fee rate is negotiated with each client and can be a flat or tiered schedule, but will not exceed 1% of the market value of your account. The fee schedule may be based on cumulative household assets.
Location
75 Executive Dr, Suite B, Carmel, IN, 46032
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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.
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Frank is the treasurer for Providence Cristo Rey Building Corporation, overseeing the physical facility for Providence Cristo Rey High School. This involves governance, financial reporting, and facilitating transactions with financial institutions, taking minimal time.
Employment History
Current Registrations
Evernest Financial Advisors
Previous Registrations
Sanctuary Advisors, LLC
Windsor Wealth Management, INC.
Washington & Scoville, LLC
UBS Financial Services INC.
J.P. Morgan Securities LLC
Watermark Wealth Management, LLC
Wallington Asset Management
Wells Fargo Funds Management, LLC
Wells Capital Management INC
Strong Capital Management INC
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.