Frank Collins
Frank Collins is a CFP-designated registered investment advisor at Harmony Road Advisors, based in Elizabethtown, PA, with 41 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 58 clients with $31M 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 | 1.00% |
Investment advisory fees range up to a maximum of 1.0% annually based on factors such as scope, complexity, and level of assets. Fees may be negotiable.
Fee Estimator
Location
Elizabethtown, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2000Customer Dispute
December 1987Other Business Activities
Frank is a principal at Altius Learning Inc, a company that provides training and coaching to financial professionals. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Harmony Road Advisors
Previous Registrations
David A. Noyes & CompanyBroker
Purshe Kaplan Sterling InvestmentsBroker
Avantra Family Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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