Frederick Disanto is a registered investment advisor at Ancora Advisors LLC, based in Mayfield Heights, OH, with 15 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, Retirement Planning. Their firm serves 307 clients with $4.6B 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Schedule reflects the Managed Allocation Strategies tier rates. Equity strategies start at 1.00% for under $10M and scale down to 0.70% for over $50M. Fixed income strategies start at 0.75% for the first $1M and scale down to 0.20% for the next $10M. Fees are negotiable for larger accounts.
Fee Estimator
Location
6060 Parkland Boulevard, Suite 200, Mayfield Heights, OH, 44124
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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 →Other Business Activities
Frederick participates in a craft show called Mrs. Claus' Closet. This activity is not investment-related.
Employment History
Current Registrations
Ancora Advisors LLC
State Registrations1 state
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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