Service Options
Three Flexible Service Options to Fit Your Needs
At Frank Advising, we believe your financial guidance should match your situation—not the
other way around.
Are you a hands-on investor seeking expert feedback without paying annual asset-based fees? Or
are you looking for a trusted advisor to partner with you for the long haul?
We help you avoid the pitfalls of high-cost, cookie-cutter advice:
- Do you meet the asset minimums at traditional firms? Do you question whether you’re
getting personalized value? - Are you paying more than you realize due to expensive fund choices and tax
inefficiency? - Is your advisor tailoring advice to you—or plugging you into model portfolios for their
convenience? - Are the firm’s owners actually serving clients—is it about the bottom line business or the pride taken in a professional’s avocation?
- Do they avoid taking bold, customized steps for fear of diverging from industry norms?
Is their advice factually or emotionally oriented?
If you’re not a do-it-yourselfer, you deserve advice that puts your family’s goals first—with
transparency and care.
Our Three Service Models
1. Fixed-Fee Educational Workshops
Ideal for DIY investors looking to sharpen their strategy with expert guidance.
Explore upcoming workshops.
Is your advisor adding these values? Six Alphas for Wealth Managers – SPDR
2. Fixed-Fee Comprehensive Portfolio, Planning & Tax Review
A deep dive into your current strategy, identifying improvements in investment structure, tax
efficiency, and overall alignment with your goals. One-time fee, no ongoing obligation.
3. Full-Service, Holistic Wealth Management (AUM-Based)
For families seeking a long-term partner. Includes investment management, tax planning, estate guidance, and more.
- Credit applied if you’ve already paid a fixed fee.
- Limited to 15–20 clients total—past clients receive priority.
Interested? Let’s Talk.
Email glennefrank@aol.com to schedule a no-pressure consultation.