Frankel Tandog Delossantos

American Investors CO

24 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

American Investors CO

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

901 clients

Average Client Portfolio

$685K average

Assets Under Management

$616.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Long Beach, CA

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2005

Denied

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Other Business ActivitiesSells Insurance

Frankel owns Frankel Financial Service, providing tax preparation and insurance services since 2005. He spends approximately 30 hours per week on this, including selling life insurance and fixed annuities.