Franklin Strobeck
Franklin Strobeck is a registered investment advisor at One Life Financial Group, INC., based in White Bear Lake, MN, with 7 years of industry experience. Franklin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 200 clients with $120M 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 $100K | 1.49% |
| $100K - $350K | 1.30% |
| $350K - $850K | 0.98% |
| $850K - $1.9M | 0.90% |
| $1.9M - $3.4M | 0.80% |
| $3.4M - $5.3M | 0.70% |
| $5.3M - $8.3M | 0.48% |
| $8.3M - $13.3M | 0.38% |
| $13.3M - $23.4M | 0.30% |
| $23.4M+ | 0.18% |
Rates reflect typical annual fees. Maximum fee rates reach up to 3.00% for lower tiers and scale down to 0.99% for assets over $23,350,000. Fees are negotiable.
Fee Estimator
Location
White Bear Lake, MN
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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 →Employment History
Current Registrations
One Life Financial Group, INC.
State Registrations1 state
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Exams
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