Franck Cushner
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2022Criminal
June 2021Customer Dispute
January 2008Other 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
Titleist Capital, LLCBroker
Titleist Capital, LLC
Ensemble Financial, INC.
Previous Registrations
Titleist Capital, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Ensemble Financial Services, INC.Broker
Ensemble Financial Services, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameri-First Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations2 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.