Daniel Frick is a CFA, CFP-designated registered investment advisor at Fmp Wealth Advisers, based in Lake Charles, LA, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 734 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FMP Wealth Advisers' fees for investment management (excluding separately managed accounts) are a combination of a percentage of your portfolio and a flat fee. The flat fee ranges from $0 to $2,500 per year. The percentage ranges from 0.15% to 1.0% per year. The total fee could be higher than other advisors for smaller portfolios (less than $100,000). Fees are usually paid quarterly in advance.
Location
4841 Ihles Rd., Lake Charles, LA, 70605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fmp Wealth Advisers
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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