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Frank Armitage

Advice and Planning Services
22 Years of Experience
Tampa, FL
1 DisclosureBroker
View SEC Summary
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Frank Armitage is a registered investment advisor at Advice and Planning Services, based in Tampa, FL, with 22 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5411 Skycenter Drive, Suite 250, Tampa, FL, 33607

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History

Regulatory History (1)
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Criminal
October 1987
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advice and Planning Services
June 2017 - Present · 9 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLC
June 2017 - Present · 9 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Invest Financial Corporation
June 2011 - June 2017 · 6 yrs
Invest Financial CorporationBroker
June 2011 - June 2017 · 6 yrs
Jonathan Roberts Advisory Group, INC.
February 2010 - May 2011 · 1 yr 3 mos
J.W. Cole Financial, INC.Broker
January 2010 - May 2011 · 1 yr 4 mos
Lincoln Financial Securities CorporationBroker
July 2008 - April 2009 · 9 mos
Lincoln Financial Advisors CorporationBroker
July 2008 - April 2009 · 9 mos
Lincoln Financial Securities Corporation
June 2008 - April 2009 · 10 mos
Lincoln Financial Advisors Corporation
June 2008 - April 2009 · 10 mos
Raymond James Financial Services
January 2005 - October 2007 · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2002 - October 2007 · 5 yrs 2 mos
State Registrations3 states
FLGAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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