William Eugene Frerichs

Radnorwood Capital, LLC

36 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment Management

Radnorwood Capital, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

1 client

Average Client Portfolio

$42.5M average

Assets Under Management

$42.5M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	2.00%
$10.0M - $15.0M	1.50%
$15M+	1.10%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Portland, OR

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History

Regulatory History (2)

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Employment Separation After Allegations

May 1990

Criminal

July 1965

Final Disposition

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Other Business Activities

William is a corporate director for Compix Incorporated, a manufacturer of electro-optical instrumentation, since 1980. This role requires minimal time and is not investment related.

Employment History

Current Registrations

Radnorwood Capital, LLC

January 2008 - Present · 18 yrs 1 mo

Previous Registrations

D.A. Davidson & CO.Broker

January 1999 - January 2005 · 6 yrs

Black & Company, INC.Broker

June 1990 - December 1998 · 8 yrs 6 mos

Jensen Securities CO.Broker

April 1986 - May 1990 · 4 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.