Frank Gambardella
Frank Gambardella is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Silverdale, WA, with 23 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
3212 NW Byron Street, Suite 103, Silverdale, WA, 98383
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Frank sells fixed insurance, dedicating minimal time to this activity. He is also a Junior Official with Peninsula Football Officials Association, which does not take up any time during business hours.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
State Farm Vp Management CORP.Broker
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations14 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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