Frederick Stattman
Frederick Stattman is a CFA-designated registered investment advisor at Ramsay Stattman Vela & Price INC, based in Colorado Springs, CO, with 27 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 404 clients with $780M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
2 N. Cascade Ave., Suite 810, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ramsay Stattman Vela & Price INC
State Registrations1 state
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