Frank Akridge
Frank Akridge is a CFP-designated registered investment advisor at Optivise Advisory Services LLC, based in Woodstock, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
Woodstock, GA
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2019Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Frank is a partner/consultant at Freedom Consultants LLC, helping his spouse maintain the site and doing accounting for the business, dedicating about 10-20% of his time. He also markets insurance products as an independent contractor for various carriers through Financial Pathfinder LLC Insurance and Advisory DBA, spending about half his time on this.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Blue Duck Wealth Management
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Veritrust Financial, LLCBroker
Direct Capital Advisors
Direct Capital Securities, INC.Broker
Cambridge Legacy Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.