Frank Lombardo is a registered investment advisor at W Advisors LLC, based in Memphis, TN, with 19 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 96 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W Advisors offers investment management through Comprehensive Portfolio Management and Separately Managed Accounts.
For Comprehensive Portfolio Management, the maximum annual fee is 1.25% of your portfolio. This fee is negotiable.
For Separately Managed Accounts, W Advisors charges 1.00% annually, and Schwab charges an additional 0.50% annually.
Location
1715 Aaron Brenner Dr., Suite 218, Memphis, TN, 38120
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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 ActivitiesSells Insurance
Frank is a member IAR at W Advisors, LLC, managing money for a fee since 2013, dedicating nearly full-time hours. He is also an insurance agent providing insurance solutions to clients, dedicating full-time hours.
Employment History
Current Registrations
W Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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.