Frederick Yankee
Frederick Yankee is a registered investment advisor at Osaic Wealth, INC., based in Delray Beach, FL, with 42 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5300 West Atlantic Ave, Suite 404, Delray Beach, FL, 33484
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Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Frederick is the owner of Advisory-SSA and the CEO of Time Financial Service Inc., where he also provides tax preparation and insurance solutions. He dedicates about a quarter of his time to Advisory-SSA and a full-time equivalent to Time Financial Service Inc., with minimal time spent on insurance activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
First American National Securities, INC.Broker
State Registrations9 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.