FM
FM

Frenise Mann

6 Years of Experience
Chattanooga, TN
2 DisclosuresSells Insurance

Frenise Mann is a registered investment advisor at Mann Financial Consulting Services, based in Chattanooga, TN, with 6 years of industry experience. Frenise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 132 clients with $1.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
132 clients
Average Client Portfolio
$9K average
Assets Under Management
$1.1M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1M+1.00%

Fees are negotiable.

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

Location

Chattanooga, TN

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2023
Final
Employment Separation After Allegations
November 2021
Other Business ActivitiesSells Insurance

Frenise is the secretary of Empowerment Church, a board member of Covenant Keypers and Indelible Legacy, Inc., and owns real estate property. Frenise is also a selling agent for life insurance through Pekin Insurance and American-Amicable Life Insurance, spending minimal time on this activity.

Employment History
Current Registrations
Mann Financial Consulting Services
May 2022 - Present · 4 yrs
Previous Registrations
Edward Jones
October 2021 - December 2021 · 2 mos
Edward JonesBroker
October 2021 - December 2021 · 2 mos
Thrivent Investment Management INC.
February 2019 - October 2021 · 2 yrs 8 mos
Thrivent Investment Management INC.Broker
January 2019 - October 2021 · 2 yrs 9 mos
State Registrations5 states
GALANCTNTX
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.
Frenise Mann - Financial Advisor | TrueAdvisor