| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable.
New Braunfels, TX
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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 →Frank is a Regional Director at Focus Partners Advisor Solutions, LLC, spending full-time on advisor relations. He is also a registered representative of Foreside Financial Services, LLC, and has ownership stakes in a western apparel business, real estate, a bar/restaurant, and rental property, though these require minimal time.