Brian Franke
Brian Franke is a registered investment advisor at Global View Capital Management LLC, based in Palmyra, VA, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
Fee Estimator
Location
Palmyra, VA
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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 →Other Business ActivitiesSells Insurance
Brian owns Far Away Music, LLC, an entertainment company, and spends minimal time during trading hours and about a quarter of his time outside trading hours as an owner and musical performer. He is also an independent contractor for Global View Capital Advisors, LLC, a marketing firm for insurance and advisory services, and an insurance agent for Global View Capital Insurance Services, LLC, spending about 75% of his time on these activities.
Employment History
Current Registrations
Global View Capital Management LLC
State Registrations1 state
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