Frank Finances, LLC provides investment advisory services including financial planning, investment management, financial consulting, and educational seminars. They work with individuals, high net worth individuals, families, trusts, estates, businesses, and charities. Frank Finances develops financial plans based on clients' goals, risk tolerance, and financial situations, and reviews these plans at least annually.
Assets Under Management$5.6M
Clients23
Advisors1
Avg. per Client$240K
Avg. per Advisor$5.6M
Fee Structure
Planning is included in investment management (also available separately)
Frank Finances offers ongoing planning and investment management for a fixed annual fee, charged quarterly:
- $1 to $1,000,000 — $2,100 per year ($525 per quarter)
- $1,000,001 to $3,000,000 — $3,500 per year ($875 per quarter)
- Over $3,000,000 — $5,000 per year ($1,250 per quarter)
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