Frank Preziuso
Frank Preziuso is a CFP-designated registered investment advisor at Lincoln Investment, based in Concord, OH, with 20 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
Concord, OH
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Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Frank is a board member volunteer for Akron Childrens Roundtable, dedicating minimal time. He is also a co-owner of Ascend Financial Partners LLC, a marketing and tax/accounting entity, dedicating nearly full-time hours.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward JonesBroker
State Registrations12 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.