Frank Zecca
Frank Zecca is a CFP-designated registered investment advisor at Activ8 Family Office LLC, based in Mclean, VA, with 25 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Activ8 Family Office uses third-party managers for investment management. The maximum annual fee charged by Activ8 will not exceed 1.50%, subject to an annual minimum fee starting at $2,500. This fee does not include separate fees for the Dynasty platform, the OCIO program, and fees paid to the third-party managers.
Location
1775 Tyson'S Blvd, 5th Floor, Suite 5129, Mclean, VA, 22102
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank is a Senior Vice President at Octagon Financial Services, dedicating nearly full-time hours to financial services, tax planning, budgeting, and asset allocation. He also sells life, disability, and long-term care insurance with various companies, spending about full-time hours on this activity, and is involved with several non-investment related organizations in advisory or board member roles, dedicating minimal time to each.
Employment History
Current Registrations
Activ8 Family Office LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Ofs
State Registrations2 states
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