Kayla Frantz
Kayla Frantz is a registered investment advisor at Pps & V Asset Management Consultants INC, based in Portage, MI, with 6 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 247 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PPS&V charges a percentage of the value of your portfolio each quarter. The annual fee generally ranges from 0.50% to 1.0% of the total value of your investments. Fees can be negotiated on a client-by-client basis, taking into account factors such as the complexity of the client, the amount of assets to be managed, and the portfolio style.
Location
2750 Old Centre Ave, Suite 100, Portage, MI, 49024
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 →Employment History
Current Registrations
Pps & V Asset Management Consultants INC
State Registrations1 state
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.