Frank Lerven is a CFP-designated registered investment advisor at Isgam US LLC, based in Miami, FL, with 3 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, Investment Management, Retirement Planning. Their firm serves 30 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISGAM US offers ongoing investment management services. The annual fee is between 0.70% and 1.20% of your portfolio, billed quarterly in advance. The specific fee depends on the mix of assets in your account, with higher fees for accounts holding more equity and alternative investments. There are no stated minimum fees. ISGAM US uses Charles Schwab as the custodian for your assets.
Location
Marcus Centre, 9990 SW 77 Avenue, Miami, FL, 33156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Isgam US LLC
State Registrations3 states
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