Rosemary Frank
Rosemary Frank is a registered investment advisor at Rosemary Frank Financial, LLC, based in Brentwood, TN, with 21 years of industry experience. Rosemary 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, Investment Management, and 2 more. Their firm serves 20 clients with $32M 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 | 2.00% |
Maximum annual management fee is 2.00% and is negotiable.
Fee Estimator
Location
205 Powell Place Suite 234, Brentwood, TN, 37027
Get directionsHistory
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 ActivitiesSells Insurance
Rosemary is an independent licensed insurance agent and president of Financial Advantage, Inc. This activity is insurance-related.
Employment History
Current Registrations
Rosemary Frank Financial, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Equity Group, INC.
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.