Frederick Bohlander
Frederick Bohlander is a registered investment advisor at Sandbox Financial Partners, LLC, based in Lakewood, FL, with 35 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 526 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sandbox Financial charges a percentage of your portfolio annually, ranging from 0.50% to 1.50%. The fee is based on the value of your portfolio at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. If Sandbox Financial recommends an independent manager, the total fee will not exceed 2.00% annually.
Location
Lakewood, FL
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Regulatory History (1)
Regulatory
May 2022Other Business Activities
Frederick owns rental property in Lakewood Ranch, FL, and dedicates minimal time to it. He is also a director for Baldwin Grove Homeowners Association and a trustee for his mother's trust and his own 401k, spending minimal time on each.
Employment History
Current Registrations
Sandbox Financial Partners, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Potomac Financial Group, LTD.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Mimlic Sales CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.