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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 39 clients with $1.3B 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 | 1.00% |
| $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% |
Fees are negotiable at the firm's sole discretion. The first tier incorporates a flat fee up to $25,000 for the first $2,500,000 in assets.
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 Registrations4 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.
Exams
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