Melanie Frank
Melanie Frank is a registered investment advisor at LPL Financial LLC, based in Austin, TX, with 27 years of industry experience. Melanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
13740 Research Blvd, Bldg F Ste 2, Austin, TX, 78750
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2023Judgment / Lien
January 2022Judgment / Lien
September 2017Other Business ActivitiesSells Insurance
Melanie owns Gemini Investments & Insurance, where she sells various insurance products, dedicating about 10-20% of her time. She also performs contract work, notary services, and owns Pride Disposal Systems, dedicating about a quarter of her time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Sentra Securities CorporationBroker
State Registrations1 state
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
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