Frank Pizzichillo is a registered investment advisor at Valley Financial Group, based in Ambler, PA, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 472 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valley Financial Group's investment management fees generally range from 0% to 1% per year of the portfolio's value. The exact fee depends on the account size, complexity, and other services provided. Financial planning is included in the investment management fee. Fees are paid quarterly, in advance, debited directly from the client's account.
Location
311 Lindenwold Ave, Ambler, PA, 19002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Valley Financial Group
State Registrations1 state
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