Frederic Devinney
Frederic Devinney is a registered investment advisor at American Investors CO, based in Walnut Creek, CA, with 59 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M 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% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
Walnut Creek, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 1994Customer Dispute
January 1983Other Business ActivitiesSells Insurance
Frederic is an independent insurance agent selling life, accident & health insurance, and annuities since 1967, dedicating minimal time to this. He is also a registered investment adviser providing financial planning and investment advice since 1993, spending about 10-20% of his time on this.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
Previous Registrations
Devinney, Frederick Hunter
Sun Investment Services CompanyBroker
Associated Planners Securities CorporationBroker
American Investors CompanyBroker
Equitec Securities COBroker
Spectrum Financial Group, INC.Broker
Equitec Securities CompanyBroker
Equitec Securities COBroker
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.