Frank Colarusso is a registered investment advisor at Cedar Lane Advisors, LLC, based in New Haven, CT, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fee Estimator
Location
New Haven, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cedar Lane Advisors, LLC
State Registrations1 state
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