Frank Vicendese
Frank Vicendese is a registered investment advisor at Fortis Group Advisors LLC, based in Manasquan, NJ, with 12 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,604 clients with $820M 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 | 1.75% |
Maximum investment advisory fee is 1.75%. Fees are negotiable and may vary based on account size, portfolio complexity, and account activity.
Fee Estimator
Location
56 Union Avenue, Suite 3, Manasquan, NJ, 08736
Get directionsHistory
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 ActivitiesSells Insurance
Frank sells non-variable insurance, dedicates minimal time as a notary for the State of NJ, and is an IAR with Fortis Group Advisors LLC (spending full-time hours). He also works with The Fortis Agency and Silver Bay Financial.
Employment History
Current Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations6 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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