Dana Franco-Young is a registered investment advisor at Sage Rhino Capital LLC, based in Menlo Park, CA, with 26 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 192 clients with $790M in assets under management.
Compensation
Firm Size
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Fee Structure
Sage Rhino Capital offers asset management services where they manage your investments and provide financial planning. The maximum annual fee is 1.50% of your portfolio, billed monthly in advance. This fee is negotiable. If Sage Rhino Capital uses a third-party investment advisor to help manage your portfolio, you'll pay an additional fee up to 1.00%, but the combined fees will not exceed 2.50%.
Location
101 Jefferson Drive, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sage Rhino Capital LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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