Frank Corrado is a CFP-designated registered investment advisor at Robertson Stephens, based in Holmdel, NJ, with 13 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
101 Crawfords Corner Road, Suite 1-127, Holmdel, NJ, 07733
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Blue Blaze Financial Advisors, LLC
Lighthouse Financial Advisors, INC.
State Registrations1 state
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