FXP Advisory Services LLC is a full service financial planning and
wealth management firm serving clients in Middlesex NJ and
surrounding areas including New York City.
|Firm Start Year:||2005|
|Name of Broker/Dealer:||Not affiliated with a specific Broker/Dealer|
|Name of Custodial Firm:||Various. Including National Financial (Fidelity) and Vanguard|
|Number of Years with Current Firm:||8|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Options & Futures , Stocks|
|I can meet clients in the following ways:||At my office , Via phone , Via email , At your office , At your home|
|Qualifications & Memberships|
|Assets Managed by Advisor:||$20 million|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Compensation Methods:||Based on Assets , Flat Fee|
|BS - Accounting||
Saint Peter's College - Jersey City, NJ
September 1972- May 1977
Frank Polashock is the founder of FXP Advisory Services LLC, a fee-only Registered Investment Advisor (RIA) firm.
Prior to successfully starting his own firm, Mr. Polashock was the General Manager of CheckFree Investment Services, an information services firm that supported the financial services industry. Mr. Polashock also worked for most of his career at The Dun & Bradstreet Corporation where he was both a successful business manager and financial executive.
Frustrated with the high fees and lack of caring and attention that Mr. Polashock got from the brokerage community, Frank decided to gain the knowledge himself (including accreditations) to manage his own money. Not long thereafter, friends, family, and former business associates looked to Frank to manage their wealth as well, driving Frank to establish FXP Advisory Services.
Mr. Polashock is a graduate of St. Peters? College where he obtained a BS degree in accounting (1977). Mr. Polashock is a CFP® certificant, Accredited Wealth Management Advisor, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor®.
Financial Planning for Individuals
FXP Advisory Services has built its practice by focusing individually on our clients. Each relationship is completely personal. We believe that the purpose of wealth management is to improve the quality of your life. At FXP Advisory Services, you will work with a professional whose goals are to help you define and reach your objectives. We believe that the most important aspect of wealth management is gaining a complete understanding of your objectives, motivations, and concerns. We will work with you to address the key areas of wealth management - asset protection, disability and cash flow planning, debt management, investment planning, and estate planning. We analyze all of these areas throughout the course of the year. Our unique continuous reporting system enables you to see progress in relation to those items that you have identified as important. FXP Advisory Services is available to serve virtually any and all aspects of your financial life. We hope that you look upon our advisors as your "Chief Financial Officer" (CFO). To keep current, ongoing education is a requirement and expectation for all principals and team members of FXP Advisory Services.
|New York||Old Bridge|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|