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 284 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Jay Financial Group charges a fee based on a percentage of the value of your portfolio. The specific fee is agreed upon in your investment advisory agreement, with a maximum annual fee of 2.00% on all asset levels. The fee is calculated on the market value of your portfolio and is typically billed quarterly in advance. Fees may be negotiable based on the size of the account, complexity of the portfolio, or other reasons. Employees and their family members may be charged a reduced fee.
Location
509 Fourth Street, Defiance, OH, 43512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations4 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.