Frank Oley
Frank Oley is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Montpelier, VA, with 29 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B 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 | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
Montpelier, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Frank is an agent at Oley Financial and Navigon Financial Group, Inc., both life insurance brokerages, and dedicates about a quarter to about half of his time to Oley Financial. He also owns Frank M. Oley & Associates, Inc., an S-corporation used for business expenses, spending minimal time on it.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
1717 Capital Management Company
1717 Capital Management CompanyBroker
New England Securities Corporation
New England SecuritiesBroker
1717 Capital Management CompanyBroker
State Registrations6 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.