Frank Renda
Frank Renda is a registered investment advisor at J.P. Morgan Securities LLC, based in Phoenix, AZ, with 30 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
4745 E. Elliot Rd, Phoenix, AZ, 85044
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2022Customer Dispute
November 2011Customer Dispute
August 1998Other Business Activities
Frank is an owner/partner in Patents to Retail, receiving royalties from a licensed product. He dedicates minimal time to this activity and it is not investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Sagepoint Financial, INC.Broker
Newport Coast Securities, INC.Broker
Liberty Partners Financial Services, LLCBroker
Newport Coast Securities, INC.Broker
Basic Investors INC.Broker
First Union Securities Financial Network, INC.Broker
State Registrations15 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.