FQ
FQ

Frederick Quirsfeld

9 Years of Experience
Deephaven, MN

Frederick Quirsfeld is a registered investment advisor at Frontenac Partners, L.L.C., based in Deephaven, MN, with 9 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 16 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$32.5M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.60%

Fees negotiable for accounts over $10 million. A minimum fee of $10,000 per client relationship is applicable where the asset-based fee would be less than the minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Deephaven, MN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Frontenac Partners, L.L.C.
October 2016 - Present · 9 yrs 7 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.