FB
CFA · CFP
FB
CFA · CFP

Frank Byskov

11 Years of Experience
Bethesda, MD

Frank Byskov is a CFA, CFP-designated registered investment advisor at Forty4 Financial, based in Bethesda, MD, with 11 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, Investment Management, Retirement Planning. Their firm serves 43 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
43 clients
Average Client Portfolio
$772K average
Assets Under Management
$33.2M

Fee Structure

Planning is included in investment management (also available separately)

Forty4 Financial's investment management fee ranges from 0.40% to 2.50% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly. The firm may also negotiate a fixed annual fee. If the firm manages your retirement accounts through Pontera, Pontera will separately charge 0.30% annually, paid quarterly, in addition to Forty4 Financial's fee.

Loading...

Location

Bethesda, MD

Get directions

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.

Learn about disclosures →
Other Business Activities

Frank is involved in several outside business activities, including triathlon coaching, creating financial literacy modules, serving as a board member for Bethesda Green, and co-founding Advisors for Good. These activities take about 10-20% of his time for the first two, minimal time for the last two.

Employment History
Current Registrations
Forty4 Financial
May 2023 - Present · 3 yrs
Previous Registrations
Advisory Services Network
April 2018 - June 2023 · 5 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
November 2014 - April 2018 · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2014 - April 2018 · 3 yrs 6 mos
State Registrations1 state
MD
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 Byskov - Financial Advisor | TrueAdvisor