Robert Frank
Robert Frank is a CFP-designated registered investment advisor at Atlas Investment Advisory LLC, based in Canton, GA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 60 clients with $51M 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% |
Fees are generally negotiable.
Fee Estimator
Location
310 Paper Trail Drive, Building 100, #99, Canton, GA, 30115
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including Atlas Wealth Advisors LLC (DBA for LPL business), Falling Brook LLC (for tax/investment purposes), Twin Ridge Defence LLC (co-owner), and Atlas Investment Advisory LLC (Registered Investment Advisor). Robert also works as an independent insurance agent, dedicating a few hours per week to selling insurance products.
Employment History
Current Registrations
Atlas Investment Advisory LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 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.