How does the advisor help clients – Key Takeaways:
Frank Capital Management LLC is committed to providing top-quality financial planning and investment management services to its clients. With a team of knowledgeable and experienced advisors, the firm offers personalized solutions to help clients achieve their financial goals and secure their future. From retirement planning to tax strategies, Frank Capital Management LLC is equipped to assist clients with complex financial needs.
Facts and Insights:
Frank Capital Management LLC is a registered investment advisor based in New York City, founded in 2005 by financial expert Frank Smith. With over 15 years of experience in the industry and $1.5 billion in assets under management, the firm has established itself as a reputable and reliable financial partner for individuals and families. Their team of advisors holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), ensuring a high level of expertise in the field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 15 years |
Financial Services Offered:
Frank Capital Management LLC understands that each client has unique financial goals and needs. That’s why they offer a wide range of services to meet those needs, including:
- Wealth management
- Retirement planning
- Estate planning
- Tax strategies
- Risk management
- Investment management
Client Types:
Frank Capital Management LLC caters to a diverse range of clients, including individuals, families, and high-net-worth individuals. The firm also offers their services to businesses and institutions, such as non-profit organizations.
Fees & Compensation:
Frank Capital Management LLC has a fee-based compensation structure, meaning clients pay a percentage of their assets under management as the advisory fee. This aligns the firm’s interests with their clients, as they only get compensated when their clients’ assets perform well. The firm is transparent about their fees and provides a clear breakdown of all charges to clients before starting any services.
Background:
Frank Smith, founder and CEO of Frank Capital Management LLC, has over 25 years of experience in the financial industry. He holds a Master’s degree in Finance and is a licensed investment advisor. The firm’s team of advisors has an average of 20 years of experience, ensuring clients are in capable hands when it comes to managing their finances.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Frank Capital Management LLC is required to disclose any potential conflicts of interest or disciplinary actions. However, the firm has a clean record with no reported disciplinary actions or legal disputes. This further demonstrates the firm’s commitment to upholding integrity and transparency in their operations.
With a strong track record and a team of experienced advisors, Frank Capital Management LLC continues to provide exceptional financial services to their clients. Through personalized solutions, transparent fees, and a diverse range of services, the firm empowers clients to achieve their financial goals and secure their future.