Frank Stettner is a CFP-designated registered investment advisor at Valley National Advisers INC, based in Phillipsburg, NJ, with 34 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,320 clients with $1.1B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are negotiable. VNA receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account if a client participates in the cash management program from Flourish. This fee is deducted from the Client’s overall APY. This fee is not negotiable. This account is separate from VNA’s portfolio management fee.
Fee Estimator
Location
755 Memorial Parkway, Suite 206, Phillipsburg, NJ, 08865
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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
Frank is the owner/member of GFN Real Properties LLC, a commercial real estate venture, since 2021. He dedicates minimal time to overseeing the financial aspects of the rental unit.
Employment History
Current Registrations
Valley National Advisers INC
Valley National Investments, INC.Broker
State Registrations4 states
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.