Frank Abella
Frank Abella is a registered investment advisor at Investment Partners Asset Management, based in Painter, VA, with 26 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 257 clients with $330M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Fixed income accounts are charged 1.00% on any amount.
Fee Estimator
Location
Painter, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank is involved in several outside business activities. He spends about full-time on investment advice and consulting through Investment Partners Asset Management, minimal time as a Shareholder/Member of IPCM FA3 LLC (an insurance agency), minimal time as a General Partner of Puppy Drum, LLC, and a few hours per week with Cape Charles Main Street and the Eastern Shore of Virginia Chamber of Commerce.
Employment History
Current Registrations
Investment Partners Asset Management
Previous Registrations
T.R. Winston & Company, LLCBroker
Investment Partners, 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.