Frank Cantone
Frank Cantone is a registered investment advisor at Mark Gillam Enterprises, based in Fair Oaks, CA, with 8 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 106 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MGE offers portfolio management services, with fees based on a percentage of your assets. These fees are negotiable and will not exceed 2% annually. MGE also offers flat rate fees for portfolio management, including management of accounts held outside of Schwab. MGE may direct clients to third-party investment advisors, with total fees not exceeding 1.25%.
Location
8008 Sacramento Street, Fair Oaks, CA, 95628
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mark Gillam Enterprises
State Registrations1 state
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