Frank Delape
Frank Delape is a ChFC-designated registered investment advisor at Coordinated Planning Group, INC., based in Melville, NY, with 4 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are non-negotiable.
Fee Estimator
Location
150 Broadhollow Road, Suite 209, Melville, NY, 11747
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank is the proprietor, owner, and president of Coordinated Planning Group, Inc., an insurance brokerage, since 1999. He dedicates nearly full-time hours to sales and service of life, accident, health/DI insurance, and annuity client accounts.
Employment History
Current Registrations
Coordinated Planning Group, INC.
State Registrations1 state
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