Frederick Moore is a registered investment advisor at Palos Wealth Advisors, LLC, based in Palos Heights, IL, with 15 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 89 clients with $71M 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 $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees over $1,000,000 are negotiable. If PWA uses another investment advisor, there may be an additional charge of 0.35% to 1.00%.
Fee Estimator
Location
Palos Heights, IL
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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 works as an attorney specializing in estate planning since 2011. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Palos Wealth Advisors, LLC
Previous Registrations
V Wealth Management, LLC
State Registrations1 state
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