Fredric Bocceri
Fredric Bocceri is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Sacramento, CA, with 50 years of industry experience. Fredric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
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Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
2100 Northrop Ave, Suite 600, Sacramento, CA, 95825
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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
Fredric is a proprietor/owner of an insurance brokerage, focusing on life insurance sales and service, including life settlements, taking about a quarter to nearly full-time hours per month. He is also an employee of Independence Financial LLC, providing ongoing service and retention of a client book, dedicating about a quarter of his time.