David Fransko
David Fransko is a registered investment advisor at Four Financial Management, based in Ann Arbor, MI, with 25 years of industry experience. David 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 336 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Four Financial Management charges an annual management fee based on a percentage of the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, and it's calculated and collected quarterly in advance. The fee is negotiable, and you may be able to get a lower rate by combining multiple accounts.
Location
777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI, 48108
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Other Business Activities
David operates several businesses, including Four Financial Management and Provizr, through which he provides investment advisory services, dedicating full-time hours to each. He also owns Rose Laundry Northville LLC, spending minimal time on it.
Employment History
Current Registrations
Four Financial Management
Provizr
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations23 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.