Frank Vandy
Frank Vandy is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 21 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2021Criminal
November 1996Other Business ActivitiesSells Insurance
Frank is registered as an IAR of Spire Wealth Management and uses the DBA 3 Point Financial, dedicating full-time hours during market hours. Frank also owns rental real estate and sells fixed annuities and life insurance.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Spire Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Oneamerica Securities, INC.Broker
Scudder Distributors, INC.Broker
State Registrations5 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.