Frederick Pieracci is a registered investment advisor at J K R & Company, INC., based in Van Nuys, CA, with 44 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $110M 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 | 1.50% |
Each advisor sets their own fee schedule; however, in no instance will the annual investment management fee exceed 1.5% (0.375% quarterly) of a client’s assets under management.
Fee Estimator
Location
7145 Woodley Avenue, Van Nuys, CA, 91406
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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 owns Cape Star Company Insurance Services, where he sells and services life insurance products, dedicating about a quarter of his time. He is also an independent contractor for NFP providing investment advisory services, and an IAR for JKR & Co., Inc., spending about 10-20% of his time on each.
Employment History
Current Registrations
J K R & Company, INC.Broker
J K R & Company, INC.
J K R & Company, INC.
Previous Registrations
NFP Retirement INC.
Kestra Investment Services, LLCBroker
NFP Retirement INC.
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Telesis INCBroker
Financial Telesis, INC.
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
Mutual Service CorporationBroker
J K R & Company, INC.Broker
All Services Financial CenterBroker
Letterman Transaction Services, INC.Broker
State Registrations4 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.