Frederick Kerestury
Frederick Kerestury is a registered investment advisor at Westpoint Wealth Management, LLC, based in Berea, OH, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 495 clients with $100M 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 | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Annual fee is negotiable based on various criteria. WestPoint also uses third-party managers such as Orion Portfolio Solutions, SEI, and AssetMark, which have their own fee structures.
Fee Estimator
Location
56 Front St, Berea, OH, 44017
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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 ActivitiesSells Insurance
Frederick is an agent for Westpoint Wealth Management LLC/Risk Management Inc., selling fixed insurance products and receiving commission, taking about half of his time. He also serves on the fundraising committee for the YMCA of Lorain County, dedicating minimal time.
Employment History
Current Registrations
Westpoint Wealth Management, LLC
Previous Registrations
Amfg Wealth Management LLC
AXA Advisors, LLCBroker
Nationwide Securities, LLCBroker
The Huntington Investment CompanyBroker
State Registrations2 states
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.