Frank Garcia is a CFA, CFP-designated registered investment advisor at Frankly Finances, based in Winter Park, FL, with 9 years of industry experience. Frank 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 29 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frankly Finances' investment management fee is a negotiated flat fee, typically ranging from $4,000 to $40,000 annually, and is prorated and payable monthly or quarterly in advance. The fee is based on various factors discussed with the client.
Location
Winter Park, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Frankly Finances
Previous Registrations
Resource Consulting Group
State Registrations2 states
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