Frank Marrone is a CFP-designated registered investment advisor at RIA Advisors, based in Houston, TX, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,367 clients with $1.8B 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 | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are negotiable based on pre-existing relationships, assets under management, and other factors.
Fee Estimator
Location
11750 Katy Freeway, Suite 840, Houston, TX, 77079
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Frank is a financial advisor with RIA Wealth Advisors LLC, providing financial advice. He spends about a quarter of his time on this activity during trading hours and a few hours per week outside of trading hours.
Employment History
Current Registrations
RIA Advisors
Previous Registrations
RIA Wealth Advisors, LLC
Fieldstone Financial Management Group, LLC
Concert Wealth Management
Sunbelt Securities
Ameriprise Financial Services, 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.
Exams
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