Frederick Lake is a registered investment advisor at Crito Capital Advisers LLC, based in Stamford, CT, with 32 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
Stamford, CT
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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 Activities
Frederick is a self-employed sole proprietor providing financial writing and communications services since 2021. This activity takes nearly full-time hours.
Employment History
Current Registrations
Crito Capital Advisers LLC
Previous Registrations
Crito Capital LLC
F/m Investments LLC
Lake Partners,inc.
State Registrations1 state
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