Frederick Dunbar
Frederick Dunbar is a ChFC-designated registered investment advisor at Common Cents Planning, based in Glen Mills, PA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $540M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees for households over $25 million are negotiable.
Fee Estimator
Location
239 Baltimore Pike, Glen Mills, PA, 19342-1127
Get directionsHistory
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 rents property and is the owner of Fred Dunbar, LLC, an entity established to facilitate securities, advisory, and insurance business. He also serves as the executor for his sister-in-law's estate, spending minimal time on this activity.
Employment History
Current Registrations
Common Cents Planning
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Walnut Street Securities, INC.Broker
Kavanaugh Securities, INC.Broker
Pml Securities CompanyBroker
International Financial Services Capital CorporationBroker
John Hancock Distributors, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.