CRD: 112879
Return ON Life Wealth Partners
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2005
- Office Locations
- 2
Office Locations
About Return ON Life Wealth Partners
Return on Life Wealth Partners (Cleveland, OH) serves wealth creators and business owners with investment management plus comprehensive planning across tax, estate/legacy, insurance, and business-exit/buy-sell needs, including family-office-style Personal/Complete CFO support and bill management. Its public profile indicates portfolios lean on public funds and ETFs and custody includes LPL Financial. The firm’s “Return on Life” philosophy dates to 1994 and it publishes the Frank Wealth Insights podcast.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FRANK FANTOZZI
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #2441945
- Ownership
- 75% or more
Joseph Michael Rogers
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHELSEA Coleman Hussey
Wealth Advisor
- CRD
- #5630242
DANIELLE KATHLEEN LECHARD
Wealth Advisor
- CRD
- #7332229
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $412,787,982 | $512,780 |
| Non-Discretionary | $59,724,158 | $2,059,454 |
| Total | $472,512,140 | $566,561 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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