Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $500 to $10,000, or $75 to $250 per hour, depending on complexity. Investment management fees vary between 0.75% and 1.75% annually, based on portfolio value and service scope. Retirement plan service fees range from 0.10% to 0.75% of plan assets, or hourly fees of $75 to $250. All fees are negotiable. A minimum investment amount of $250,000 in investable assets across all accounts in a household is generally required, but this amount may be negotiable.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
Get directionsRegulatory 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 an investment advisor representative (IAR) with Securities America Advisors and Verus Capital Partners LLC, spending nearly full-time on these activities. He also sells fixed insurance products as a sole proprietor, dedicating a few hours per week, and provides pro bono financial counseling to veterans and service members, taking about a quarter of his time.