Frederic Hunter Devinney

American Investors CO

59 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

American Investors CO

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

901 clients

Average Client Portfolio

$685K average

Assets Under Management

$616.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Walnut Creek, CA

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 1994

Settled

Customer Dispute

January 1983

Settled

View Full SEC Report How to Read Disclosures

Other 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

September 2000 - Present · 25 yrs 5 mos

American Investors CompanyBroker

March 1994 - Present · 31 yrs 11 mos

Previous Registrations

Devinney, Frederick Hunter

January 2012 - December 2014 · 2 yrs 11 mos

Sun Investment Services CompanyBroker

January 1993 - March 1994 · 1 yr 2 mos

Associated Planners Securities CorporationBroker

April 1987 - December 1992 · 5 yrs 8 mos

American Investors CompanyBroker

March 1975 - April 1987 · 12 yrs 1 mo

Equitec Securities COBroker

June 1973 - April 1975 · 1 yr 10 mos

Spectrum Financial Group, INC.Broker

June 1973 - June 1973 · 0 mos

Equitec Securities CompanyBroker

May 1973 - June 1973 · 1 mo

Equitec Securities COBroker

October 1966 - June 1973 · 6 yrs 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.