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How Does the Advisor Help Clients – Key Takeaways:
FRANK FINANCES LLC is an independent financial advisory firm that helps clients reach their financial goals through personalized and comprehensive services. Their team of experienced advisors have a deep understanding of the financial market and are dedicated to providing expert guidance and support to their clients.
Some key takeaways on how FRANK FINANCES LLC helps their clients include:
- Creating personalized financial plans based on individual goals and risk tolerance
- Offering a wide range of financial services to meet various needs and objectives
- Providing ongoing monitoring and adjustment of investments to ensure alignment with clients’ goals
- Offering transparent and competitive fee structures
Facts and Insights:
With a proven track record of success, FRANK FINANCES LLC has established itself as a trusted and reputable financial advisory firm. Here are some key facts and insights about the company:
- Founded in 2005, FRANK FINANCES LLC has been in business for 16 years
- Currently managing over $500 million in assets
- Employs a team of 10 experienced financial advisors
- Serves both individual and institutional clients
Assets Under Management, Number of Advisors and Time in Business:
As of 2021, FRANK FINANCES LLC manages over $500 million in assets. With a team of 10 experienced financial advisors, the company has been in business for 16 years, having been founded in 2005. Here is a breakdown of the company’s assets under management and number of advisors over the years:
| Year | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2015 | $300 million | 7 |
| 2017 | $400 million | 8 |
| 2020 | $500 million | 9 |
| 2021 | $500 million | 10 |
Financial Services Offered:
FRANK FINANCES LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- College funding
- Wealth preservation
- Charitable giving
Client Types:
FRANK FINANCES LLC serves a diverse range of clients, including individuals, families, and institutions. Their services are tailored to meet the unique needs and objectives of each client, regardless of their financial status or investment goals.
Fees & Compensation:
At FRANK FINANCES LLC, fee transparency and competitiveness are top priorities. The company offers a fee-only compensation structure, meaning they do not earn commissions from selling financial products. This helps to align their interests with those of their clients and ensures unbiased advice.
The company offers competitive fees, which are based on a percentage of assets under management. This means their fees are directly tied to the success of their clients’ investments.
Background:
FRANK FINANCES LLC was founded in 2005 with the goal of helping individuals and institutions achieve their financial goals. The company has built a solid reputation for providing expert financial advice and personalized service to their clients. With a team of experienced and knowledgeable advisors,