Caleb Frankart is a registered investment advisor at Blue Jay Financial Group, LLC, based in Defiance, OH, with 13 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 303 clients with $110M 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 fee is 2.00%. Specific fees are set forth in your agreement and may vary based on account size and portfolio complexity.
Fee Estimator
Location
509 Fourth Street, Defiance, OH, 43512
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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 Activities
Caleb is a member of the Synod Endowment Investment Committee of the Reformed Church in the United States, providing oversight for the church's endowment fund. This activity requires minimal time.
Employment History
Current Registrations
Blue Jay Financial Group, LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, 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.
Exams
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