Frank Avena
Frank Avena is a registered investment advisor at 191 Godwin Associates, INC. D/b/a Godwin Capital Management, based in Wyckoff, NJ, 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 Investment Management, Retirement Planning. Their firm serves 319 clients with $150M 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 $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $750K | 0.70% |
| $750K+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
191 Godwin Avenue, Wyckoff, NJ, 07481-2052
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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 involved with a CPA firm. The filing does not provide further details about his role or time commitment.
Employment History
Current Registrations
191 Godwin Associates, INC. D/b/a Godwin Capital Management
State Registrations1 state
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