MF
MF

Maurice Frank

3 Years of Experience
New York, NY

Maurice Frank is a registered investment advisor at Elco Management Company, LLC, based in New York, NY, with 3 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
199 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$252.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

ELCO Management Company charges a percentage of the value of your investments on a quarterly basis.

  • ELCO Select Fund, L.P. and SMAs: 1.50% per year
  • Non-Financial SMAs (NFSMAs): 0.20% - 1.60% per year

For accounts under $100,000, EMC charges a fixed annual fee between $50 and $500, but it will never exceed 3.00% of the account value. These fees are negotiable.

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Location

369 Lexington Avenue, 3rd Floor, New York, NY, 10017

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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.

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Employment History
Current Registrations
Elco Management Company, LLC
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.