Frederick Wadler
Frederick Wadler is a registered investment advisor at Golden Eagle Capital Advisors, INC., based in New Canaan, CT, with 5 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 29 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Eagle Capital Advisors offers both discretionary and non-discretionary investment management.
Discretionary Managed Portfolios: Fees are based on the investment objective chosen:
- Fixed Income: 1.00% plus 20% of performance above benchmark
- Income Oriented: 1.25% plus 20% of performance above benchmark
- Balanced: 1.50% plus 20% of performance above benchmark
- Capital Gains Oriented: 1.75% plus 20% of performance above benchmark
- Equities: 2.00% plus 20% of performance above benchmark
Non-Discretionary Managed Portfolios: Fees are based on the value of your account:
- First $500,000: 1.00%
- Over $500,000: 0.80%
Clients are billed quarterly, with rates ranging from 0.15% to 2%.
Location
New Canaan, CT
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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 →Employment History
Current Registrations
Golden Eagle Capital Advisors, INC.
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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