Frank Lieggi is a registered investment advisor at Domani Investments INC., based in Sugar Land, TX, with 25 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 19 clients with $8.8M 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 $300K | 1.00% |
| $300K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable under certain limited circumstances.
Fee Estimator
Location
Sugar Land, TX
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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 Activities
Frank is a director at GoldMerchant.com, a gold bullion retailer, dedicating a few hours per week. He also works as a teacher at Strake Jesuit College Preparatory, spending about full-time equivalent.
Employment History
Current Registrations
Domani Investments INC.
Previous Registrations
Morgan Stanley
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.