Frank Geremia
Frank Geremia is a registered investment advisor at Geremia Financial Services, LLC, based in Edison, NJ, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 117 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geremia Financial Services offers investment management services through the GFS Wrap Program. The annual fee covers brokerage commissions, transaction fees, and other related costs. The specific fee is detailed in the GFS Wrap Fee Brochure. The firm may negotiate a lower fee based on factors like anticipated future assets or the amount of assets managed.
Location
1090 King Georges Post Road, Suite 801, Edison, NJ, 08837-3705
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Frank is the owner of Geremia Capital LLC, a mortgage brokerage, since 2009. He introduces clients to banks and dedicates minimal time to this activity.
Employment History
Current Registrations
Geremia Financial Services, LLC
Previous Registrations
Geremia Financial Services, LLC
Ic Advisory Services, INC.
The Investment Center, INC.
State Registrations2 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.