FM
FM

Frank Muscara

9 Years of Experience
West Chester, PA

Frank Muscara is a registered investment advisor at Goshen Capital LLC, based in West Chester, PA, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 19 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
19 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$20.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

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

West Chester, PA

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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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Employment History
Current Registrations
Goshen Capital LLC
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Vanguard Marketing CorporationBroker
February 2022 - October 2022 · 8 mos
Vanguard Marketing CorporationBroker
January 2016 - September 2019 · 3 yrs 8 mos
PNC Investments
September 2014 - January 2016 · 1 yr 4 mos
PNC InvestmentsBroker
September 2014 - January 2016 · 1 yr 4 mos
Financial Telesis INCBroker
April 2014 - August 2014 · 4 mos
State Registrations1 state
PA
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 Muscara - Financial Advisor | TrueAdvisor