Frederick Hohensee
Frederick Hohensee is a registered investment advisor at Hohensee Financial Services, INC., based in Oconomowoc, WI, with 40 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $18M 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 $25K | 1.25% |
| $25K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1M+ | 0.55% |
Discounts may be negotiated.
Fee Estimator
Location
N58 W39834 Wisconsin Av, Oconomowoc, WI, 53066
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2023Other Business Activities
Frederick is the owner of Hohensee Financial Services, a registered investment advisor. This activity is investment-related.
Employment History
Current Registrations
Hohensee Financial Services, INC.
Abacus Investments, INC.Broker
Previous Registrations
First Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Investacorp, INC.Broker
Offerman & CO., INC.Broker
State Registrations6 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.