Frank Szymanek
Frank Szymanek is a CFP-designated registered investment advisor at North Pier Fiduciary Management, LLC, based in Marina Del Rey, CA, with 21 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. Their firm serves 38 clients with $1.1B 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 $2.5M | Included |
| $2.5M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.15% |
First $2,500,000 is charged a flat fee up to $25,000; plus the tiered schedule. The fee schedule for Asset Management outlined above is a blended fee schedule.
Fee Estimator
Location
4333 Admiralty Way, Unit G1, Marina Del Rey, CA, 90292
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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 →Employment History
Current Registrations
North Pier Fiduciary Management, LLC
Previous Registrations
North Pier Fiduciary Management, LLC
Northern Trust Investments, Incorporated
Northern Trust Securities, INC.Broker
State Registrations1 state
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