Sydney Frank is a registered investment advisor at M1 Finance, based in Chicago, IL, with 4 years of industry experience. Sydney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
M1 reserves the right to negotiate, reduce, or waive the advisory fee for certain client accounts.
Fee Estimator
Location
Chicago, IL
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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.
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Sydney works as an occasional bartender at The River Kitchen and Grill, working a maximum of one night per week outside of securities trading hours. This activity is not investment-related.
Employment History
Current Registrations
M1 Finance
M1 Finance LLCBroker
M1 Finance LLC
State Registrations1 state
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