Frank Vidakovics
Frank Vidakovics is a registered investment advisor at Advisors Asset Management, INC., based in Monument, CO, with 22 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 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
18925 Base Camp Road, Suite 203, Monument, CO, 80132
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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.
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Frank is a Regional Sales Director for Mountain LocaLynx, a mobile app company, spending a few hours per week selling coupons to restaurants and retail. He also serves as Treasurer for the Apostolic Christian Church Foundation - Mexico Support Committee, dedicating minimal time per month to accounting oversight and project organization.
Employment History
Current Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Joseph Stevens & Company, INC.Broker
Wachovia Securities, INC.Broker
State Registrations2 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.