Frank Fontana is a CFA-designated registered investment advisor at Banyan Asset Management, INC., based in Naples, FL, 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 30 clients with $27M 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 $2.0M | 1.00% |
| $2M+ | 0.80% |
The investment management fee is subject to a $2,000 annual minimum per household. The Registrant, in its sole discretion, may charge a lesser investment management fee or waive the requirement of an annual minimum fee based upon certain criteria.
Fee Estimator
Location
1585 Pine Ridge Road, Suite 2, Naples, FL, 34109
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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 is a part-time business consultant for Gulfshore Oral Surgery, providing guidance on business issues, especially processes. This position has a flexible schedule and does not interfere with his work at Banyan Asset Management.
Employment History
Current Registrations
Banyan Asset Management, INC.
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.