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CFP

Franck Cushner

Titleist Asset Management, LLC
29 Years of Experience
Dallas, TX
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Franck Cushner is a CFP-designated registered investment advisor at Titleist Asset Management, LLC, based in Dallas, TX, with 29 years of industry experience. Franck is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,151 clients with $2.8B in assets under management.

Titleist Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable at the firm's discretion based on total assets under management, except for a mandatory 0.15% model manager fee if Shorebird Capital models are used.

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

Location

Dallas, TX

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2022
Denied
Criminal
June 2021
Final Disposition
Customer Dispute
January 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Franck is an independent insurance agent, a yacht captain, and offers advisory services through Titleist Asset Management. He is also the President/Owner of DBK Health, Inc., providing medical business practice consulting, and a Director at Titleist Asset Management, where he is involved in money management, financial planning, and insurance sales, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Titleist Asset Management, LLC
May 2023 - Present · 3 yrs 5 mos
Titleist Capital, LLC
June 2018 - Present · 8 yrs 4 mos
Titleist Capital, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Ensemble Financial, INC.
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Titleist Capital, LLC
April 2018 - August 2023 · 5 yrs 4 mos
Invest Financial Corporation
June 2011 - September 2011 · 3 mos
Invest Financial CorporationBroker
June 2011 - September 2011 · 3 mos
Ensemble Financial Services, INC.
September 2010 - June 2011 · 9 mos
Ensemble Financial Services, INC.Broker
September 2010 - June 2011 · 9 mos
Commonwealth Financial Network
December 2006 - September 2010 · 3 yrs 9 mos
Commonwealth Financial NetworkBroker
April 2004 - September 2010 · 6 yrs 5 mos
Commonwealth Financial Network
March 2003 - March 2004 · 1 yr
Commonwealth Financial NetworkBroker
March 2003 - March 2004 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - February 2003 · 1 yr 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2001 - February 2003 · 1 yr 6 mos
Ameri-First Securities CorporationBroker
March 2000 - June 2000 · 3 mos
Fidelity Brokerage Services, INC.Broker
November 1995 - March 2000 · 4 yrs 4 mos
State Registrations2 states
NYTX
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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