Frank Collins
Frank Collins is a CFP-designated registered investment advisor at Harmony Road Advisors, based in Elizabethtown, PA, with 40 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, High Net Worth, Investment Management, Retirement Planning. 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
Harmony Road Advisors manages your investments for a fee based on the value of your portfolio. The annual fee is up to 1.0%, depending on the complexity of your situation and the amount you invest. The fee is charged quarterly in advance.
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.