Frank Orzel
Frank Orzel is a registered investment advisor at First Financial Coaching, INC., based in Fontana, WI, with 50 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 878 clients with $280M 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 | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may vary or be reduced at the firm's discretion, and different fee structures may apply based on historical agreements or co-adviser arrangements. We can negotiate fees and the timing of payment for Clients investing over $1 million with Matson Money. Fees for Clients and the timing of payment could be negotiable under special circumstances in our discretion.
Fee Estimator
Location
Fontana, WI
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2017Judgment / Lien
December 2009Other Business ActivitiesSells Insurance
Frank is the President/Owner of Frank P. Orzel & Co., an insurance agency, since 1981. He dedicates about half of his time to sales and services of health, dental, LTC, disability, life, prescription cards & discount cards, both individual and group.
Employment History
Current Registrations
First Financial Coaching, INC.
Previous Registrations
Triad Advisors, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
Resource Development International, LTD.Broker
Marsh & Mclennan Securities CorporationBroker
Resource Development International, LTD.Broker
Monarch Securities, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
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.