Frank Securities, LLC helps clients find and monitor independent investment managers. Frank Securities assesses a client's needs and risk tolerance to determine which manager's investment style is most appropriate. Frank Securities then meets with the client periodically to review the account and the manager's performance. Frank Securities may suggest a different manager if they believe it's necessary, but the final decision rests with the client.
Fee Structure
Frank Securities does not directly manage client assets. Instead, they connect clients with investment managers like Wells Fargo Advisors and Cassady & Company. Frank Securities is paid a portion of the fee charged by the selected manager. Clients will not pay a higher fee as a result of using Frank Securities' services. The total management fee is disclosed in the manager's disclosure document.