Frank Fernandez is a CFP-designated registered investment advisor at Pcb Capital LLC, based in East Brunswick, NJ, with 7 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 358 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
557 Cranbury Rd, Suite 16, East Brunswick, NJ, 08816
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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
Pcb Capital LLC
Previous Registrations
Omni 360 Wealth, INC.
Weingarten Associates, L.L.C.
Signet Financial Management, LLC
State Registrations1 state
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