BF
BF

Brian D. Franke

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee applies to accounts $15,000 and above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Palmyra, VA

Get directions

History

Regulatory History
Clean regulatory record

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
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.