Frankel Delossantos
Frankel Delossantos is a registered investment advisor at American Investors CO, based in Long Beach, CA, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
Long Beach, CA
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Regulatory History (1)
Customer Dispute
December 2005Other 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.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Variable Investment Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.