Frederick Jin is a CFP-designated registered investment advisor at Compak Asset Management, based in Newport Beach, CA, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,069 clients with $1.3B 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Clients referred through Fidelity Wealth Advisor Solutions pay a quarterly rate of 0.25% on all assets below $2,500,000.
Fee Estimator
Location
1801 Dove Street, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Frederick is registered as an investment advisor for Compak Asset Management and as a registered representative of Compak Securities, Inc.
Employment History
Current Registrations
Compak Asset Management
Compak Securities, INC.Broker
Previous Registrations
Pacific Select Distributors, INC.Broker
State Registrations19 states
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