Advisor at Gambit Capital Management, LLC
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Firm
Gambit Capital Management, LLC
Location
Nashville, TN
Credentials
Series 66
Industry experience
3 years
Aron Frank is a financial advisor at Gambit Capital Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Ameriprise Financial Services. Gambit Capital Management serves individual investors, employer-sponsored retirement plan sponsors, and registered investment advisers through sub-advisory and outsourced CIO engagements. The firm uses a combination of fundamental and cyclical analysis to manage portfolios on a discretionary basis, incorporating ETFs, equities, debt, mutual funds, derivatives, and commodities tailored to client objectives.
Based on Gambit Capital Management, LLC
Outsource CIO consulting: $1,000/month; Tax preparation: $500-$2,500; Financial coaching initial consultation: $300; Ongoing coaching: $60/month
$0 - $3,000,000: 1.00% annually > $3,000,000+: 0.25% annually $0 - $20,000,000: 0.25% annually (Outside Managers) $20,000,001 - $50,000,000: 0.20% annually (Outside Managers) $50,000,001+: 0.18% annually (Outside Managers)
Account minimum: $750,000 Minimum fee: $1,500 per account per year minimum fee for Outside Manager accounts Fee-only: Investment management and financial planning fees based on AUM; tax preparation flat fees; financial coaching fixed fees; CIO consulting flat fees
Nashville, TN
Minnesota · South Dakota · Tennessee · Texas
Gambit Capital Management, LLC
2023 - Present (3 years)
Woodbury Financial Services inc
2022 - 2022 (1 year)
Woodbury Financial Services
2021 - 2022 (1 year)
Ameriprise
2020 - 2021 (1 year)
Ameriprise
2019 - 2020 (1 year)
Menasha Packaging Company
2018 - 2019 (1 year)
Full-time Education
2016 - 2020 (4 years)
Full-time Education
2004 - 2016 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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CFA®, Series 66
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