Allen Fredericks is a registered investment advisor at First Advisors National, LLC, based in Winchester, VA, with 8 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
177 Kernstown Commons Blvd., Winchester, VA, 22602
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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
Allen is a partner at Fredericks & Associates, providing insurance services since 2012. This activity takes nearly all of Allen's time.
Employment History
Current Registrations
First Advisors National, LLC
State Registrations1 state
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