Frank Chiappone
Frank Chiappone is a registered investment advisor at Rmr Wealth Management, based in Clifton Park, NY, with 44 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 118 clients with $140M 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 | 2.50% |
Standard fee is up to 2.5% annually of the assets under management with a minimum fee of $1,000. Fees may be negotiable.
Fee Estimator
Location
Clifton Park, NY
Get directionsHistory
Regulatory History (1)
Regulatory
September 2013Other Business ActivitiesSells Insurance
Frank is an advisor at RMR Wealth Management, dedicating about a quarter of his time to advising clients. He also works as an account executive or agent for numerous life insurance companies and a long-term care insurance carrier, spending a significant amount of time on life insurance sales.
Employment History
Current Registrations
Rmr Wealth Management
Dinosaur Financial Group, L.L.CBroker
Previous Registrations
Dlg Wealth Management LLC
Mcginn, Smith & CO., INC.Broker
First Albany CorporationBroker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations11 states
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.