Frank Diana
Frank Diana is a registered investment advisor at Sterling Bridge Financial Group LLC, based in Palm Harbor, FL, with 6 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, and 1 more. Their firm serves 270 clients with $95M 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 $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.55% |
| $1M+ | 1.45% |
Fees are negotiable.
Fee Estimator
Location
32801 Us Highway 19 N Suite 200, Palm Harbor, FL, 34684
Get directionsHistory
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 ActivitiesSells Insurance
Frank co-owns and operates Senior Benefit Resources, an insurance agency selling life insurance and fixed indexed annuities, dedicating a few hours per week. He also holds positions at Diana Landi Holdings Company and Frank Diana Inc, each requiring minimal time.
Employment History
Current Registrations
Sterling Bridge Financial Group LLC
State Registrations2 states
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