| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
Narberth, PA
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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 →Frederick is a partner and portfolio manager at Fort Point Capital Partners LLC, dedicating a significant amount of time to sourcing managers, conducting due diligence, constructing portfolios, providing reporting updates, and serving on the investment committee. He is also the managing member of Fritz Herman LLC, a family and friends LLC holding a passive investment, requiring minimal time commitment.