| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.3M | 1.05% |
| $1.3M - $2.8M | 0.93% |
| $2.8M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.71% |
Account balances will be aggregated based on household ID to determine appropriate discounts. Assets in those accounts not being charged a fee will not be aggregated.
117 Metro Center Boulevard, Suite 2006, Warwick, RI, 02886
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 owns Arlen Realty LLC, created to purchase an office condominium, and is an officer at ArlenCorporation, which involves non-variable life insurance sales and service, taking about 10-20% of his time. He is also the Executive Vice President of Arlen Capital LLC, functioning as an advisor, which is a full-time commitment.