Frederick Baerenz
Frederick Baerenz is a registered investment advisor at F L Putnam Investment Management CO., based in Reston, VA, with 30 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
11911 Freedom Drive, Suite 730, Reston, VA, 20190
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2020Customer Dispute
March 2015Other Business Activities
Frederick is a trustee for the International DeMolay Foundation and the Virginia Masonic Youth Foundation, and a director for the Alexandria-Washington Masonic Lodge Foundation. These roles involve overseeing charitable foundations and preservation efforts, requiring minimal time commitment for each.
Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Aog Wealth Management
Kalos Capital, INC.Broker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Cetera Advisors LLCBroker
Pacific West Securities, INC.Broker
Pacific West Financial Consultants INC
H. Beck, INC.
H. Beck, INC.Broker
United Securities Alliance, INC.Broker
PFS Investments INC.Broker
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.