Frank Sabin is a CFA-designated registered investment advisor at Blueline Advisors, based in Exeter, NH, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 132 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is up to 1.50% and is negotiable at the discretion of the Advisor.
Fee Estimator
Location
99 Water Street, Suite 3, Exeter, NH, 03833
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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.
Learn about disclosures →Other Business Activities
Frank teaches courses at Southern New Hampshire University and is compensated for this service. This activity is not investment related and occurs after trading hours.
Employment History
Current Registrations
Blueline Advisors
Previous Registrations
Blueline Advisors
Weyland Capital Management LLC
Weyland Capital Management LLC
Clm Capital Management LLC
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.