PF
PF
Philip Frank
22 Years of Experience
New York, NY
2 Disclosures
Philip Frank is a registered investment advisor at Insight Asset Management, based in New York, NY, with 22 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$404K average
Assets Under Management
$13.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable for clients with over $1,000,000 under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
New York, NY
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Regulatory History (2)
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Judgment / Lien
May 1999Judgment / Lien
August 1995Employment History
Current Registrations
Insight Asset Management
February 2004 - Present · 22 yrs 3 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.