Frank Washelesky
Frank Washelesky is a PFS-designated registered investment advisor at Citrin Cooperman Wealth Management, LLC, based in Largo, FL, 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 61 clients with $1.6B 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 - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Schedule is for discretionary accounts. Non-discretionary accounts have a different fee schedule. Investment management fees are negotiable and may be partially or completely waived at CCWM’s discretion.
Fee Estimator
Location
Largo, FL
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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
Frank is the president of Next Plateau Consulting LLC, performing business valuations and related consulting work since 2008. This requires a few hours per week.
Employment History
Current Registrations
Citrin Cooperman Wealth Management, LLC
Previous Registrations
Orba Wealth Advisors, LLC
State Registrations2 states
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