Franklin Banfer is a CFP, ChFC-designated registered investment advisor at Schorn Wealth, based in Englewood, FL, with 39 years of industry experience. Franklin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 721 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
33 South Indiana Avenue, Englewood, FL, 34223
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Regulatory 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 Activities
Franklin owns an office building since 1998, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Schorn Wealth
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Focus Securities, INC.Broker
Pw Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.