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Frank Sciotto

10 Years of Experience
Carson, CA

Frank Sciotto is a registered investment advisor at Integrated Capital Management, INC, based in Carson, CA, with 10 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 24 clients with $7.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$310K average
Assets Under Management
$7.4M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.15%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1050 E Dominguez Street, Unit G, Carson, CA, 90746

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Frank is the president and owner of Integrated Capital Solutions, a business consulting, accounting, real estate brokerage, and tax preparation firm, dedicating about a quarter of his time. He is also the managing member and majority owner of Bar41 Beverages, which develops and sells wine-based cocktails, dedicating about half of his time.

Employment History
Current Registrations
Integrated Capital Management, INC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
February 2014 - August 2015 · 1 yr 6 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Frank Sciotto - Financial Advisor | TrueAdvisor