FD

Frankel Tandog Delossantos

24 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
32 advisors
Number of Clients
901 clients
Average Client Portfolio
$685K average
Assets Under Management
$616.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $350/hr

AIC's fees are negotiable and vary depending on the Affiliate providing services. Asset management fees are based on a percentage of assets under management, either tiered or fixed. Hourly consultation fees can reach up to $350 per hour. Fixed fees may be charged for investment plans and other planning services. The maximum fee for 401(k) plan services is 1% of plan assets annually. Clients may be able to obtain lower fees for similar services from different AIC Affiliates and/or other Registered Investment Advisers. AIC does not impose a minimum account size or minimum fees as a requirement for opening and/or maintaining an account.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

Long Beach, CA

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2005
Denied
Other Business ActivitiesSells Insurance

Frankel owns Frankel Financial Service, providing tax preparation and insurance services since 2005. He spends approximately 30 hours per week on this, including selling life insurance and fixed annuities.

Employment History
Current Registrations
American Investors CO
March 2022 - Present · 3 yrs 10 mos
American Investors Company Broker
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Western International Securities
February 2019 - April 2020 · 1 yr 2 mos
Western International Securities, INC. Broker
February 2019 - April 2020 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - June 2018 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2015 - June 2018 · 3 yrs 3 mos
Variable Investment Advisors, INC.Broker
June 2006 - March 2015 · 8 yrs 9 mos
Metlife Securities INC.
July 2002 - March 2005 · 2 yrs 8 mos
Metlife Securities INC.Broker
January 1999 - March 2005 · 6 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
January 1999 - March 2005 · 6 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.