Frank Dimicelli
Frank Dimicelli is a registered investment advisor at Compass Financial Group, based in Windcrest, TX, with 8 years of industry experience. Frank 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 310 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Financial Group's annual fee for managing your investments ranges from 0.75% to 1.00% of the market value of your assets. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration requested. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
8940 Fourwinds Dr Ste 311, Windcrest, TX, 78239
Get directionsHistory
Regulatory History (1)
Criminal
October 2010Other Business ActivitiesSells Insurance
Frank owns 2QueenB's LLC (jewelry wholesaling) and Bling LLC (retail sales), dedicating minimal time to each. He also owns Secure Retirement Solutions LLC, doing business as Compass Financial Group, which offers insurance and investment advisory services, taking up more than full-time hours, and is an insurance agent for The Eagle Team.
Employment History
Current Registrations
Compass Financial Group
Previous Registrations
Brookstone Wealth Advisors, LLC
Regal Investment Advisors 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.