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Frank Schiro

5 Years of Experience
Largo, FL

Frank Schiro is a registered investment advisor at Econologics Financial Advisors, based in Largo, FL, with 5 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 344 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
344 clients
Average Client Portfolio
$533K average
Assets Under Management
$183.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $500K0.75%
$500K+0.70%

Fees are negotiable at Econologics Financial Advisors's discretion.

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

2401 West Bay Drive, Suite 603, Largo, FL, 33770

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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
Econologics Financial Advisors
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
May 2017 - October 2018 · 1 yr 5 mos
State Registrations1 state
FL
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.
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