Frederick Blagg is a registered investment advisor at Stephens, based in Hot Springs, AR, with 36 years of industry experience. Frederick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B 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 | 2.50% |
Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.
Fee Estimator
Location
161 Television Hill Road, Hot Springs, AR, 71913
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Regulatory History (1)
Customer Dispute
August 2009Employment History
Current Registrations
Stephens
StephensBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Boatmen's Investment Services of Arkansas, INC.Broker
State Registrations39 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.
Exams
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