Advisor at W Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
W Advisors LLC
Location
Germantown, TN 38138
Credentials
Series 66
Industry experience
19 years
Frank Lombardo is a financial advisor at W Advisors LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with W Advisors and Purshe Kaplan Sterling Investments since 2013. W Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of investment strategies, including fundamental, technical, cyclical, and charting analysis, and offers comprehensive portfolio management along with corporate and pension consulting services.
Based on W Advisors LLC
Based on W Advisors LLC
Flat fees generally range from $1,500 to $10,000 for financial planning and consulting services.
$0+: Up to 1.25% annually (negotiable) for Comprehensive Portfolio Management $0+: 1.00% annually for Separately Managed Accounts (SMA) charged by W Advisors LLC $0+: 0.50% annually for Separately Managed Accounts (SMA) charged by Schwab (additional to W Advisors LLC fee)
Representatives may accept commissions for securities sales as registered representatives of a broker-dealer.
$350 per hour for financial planning and consulting services.
Account minimum: $100,000 Fee-only: Hourly fee $350; Flat fees range from $1,500 to $10,000; Fees negotiable.
2289 West Street
Germantown, TN 38138
Tennessee
W Advisors, LLC
2013 - Present (13 years)
Purshe Kaplan Sterling Investments
2013 - Present (13 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Verified by Warmer
CFP®, Series 66
Memphis, TN
Kimery Wealth Management, LLC
Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.
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CFA®, Series 65
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CFA®
Memphis, TN
Dorian Investment Advisory LLC
Series 63, Series 65
Memphis, TN
Red Oak Advisors LLC
CFP®, Series 63
Germantown, TN
Studdard Financial, LLC
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