Francis Dendulk is a registered investment advisor at Aem Asset Management, LLC, based in Bushkill, PA, with 8 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $120M 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% |
Fees are negotiable depending on specific circumstances. AEM may agree to bill a flat fee rather than a percentage of assets.
Fee Estimator
Location
Bushkill, PA
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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 →Other Business Activities
Francis is an Investment Adviser Representative at RRBB Asset Management, LLC since 2017. This activity is investment-related.
Employment History
Current Registrations
Aem Asset Management, LLC
Previous Registrations
Rrbb Asset Management, LLC
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.