Frank Financial Advisors offers investment management, financial planning, and consulting services. They invest primarily in mutual funds and exchange-traded funds. Financial planning covers areas like education, retirement, estate, and insurance. Consulting services offer advice on specific topics like estate or retirement planning. An initial exploratory meeting is free.
Assets Under Management$190M
Clients144
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$94M
www.frankfinancial.net ·www.frankfinancialadvisors.com ·plus.google.com/+frankfinancialadvisorscarlsbad
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$200
Frank Financial Advisors charges an annual fee based on a percentage of your portfolio. The fee ranges from 1.0% to 2.0% annually. Fees are calculated quarterly based on the value of your account at the end of the previous quarter. Fees are directly debited from client accounts. If you end your advisory relationship mid-quarter, fees will be prorated.
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