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Frederick Cron

27 Years of Experience
Englewood, CO

Frederick Cron is a registered investment advisor at Frederick H. Cron, based in Englewood, 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$410K average
Assets Under Management
$12.7M

Fee Structure

Planning is included in investment management (also available separately)

For ongoing financial and investment advisory services, FHC charges a fee based on a percentage of your investments, ranging from 0.8% to 1.00% per year, billed quarterly in advance. The specific fee is negotiated based on the services you need.

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Location

Englewood, CO

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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
Frederick H. Cron
January 1999 - Present · 27 yrs 4 mos
State Registrations1 state
CO
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.