Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAM charges a maximum advisory fee of up to 2% for the management of your Program account. This fee covers portfolio construction, asset allocation, ongoing review, and certain brokerage-related services. The trading cost component is estimated to range from $100 to $500 per account per year. Clients utilizing TAM model strategies and/or third-party money managers will be charged additional fees. The wrap fee does not include private alternative investment fees and expenses, annual account fees or other administrative fees.
Areas of Practice
Advisor Information
Office location
Dallas, TX
Get directionsRegulatory History (3)
Customer Dispute
November 2022Criminal
June 2021Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Franck is an independent insurance agent, a yacht captain, and offers advisory services through Titleist Asset Management. He is also the President/Owner of DBK Health, Inc., providing medical business practice consulting, and a Director at Titleist Asset Management, where he is involved in money management, financial planning, and insurance sales, dedicating about a quarter of his time to this role.