Frederick Ravid is a ChFC-designated registered investment advisor at Moneygrow.com ®, based in Denver, CO, with 38 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $13M 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 $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.75% |
Fees negotiable for accounts over $7,500,000.
Fee Estimator
Location
Denver, CO
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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 curates a blog for ProOrganic.org, supporting organic and local food production. He also owns rental properties in Atlanta and Denver, managing them on an as-needed basis.
Employment History
Current Registrations
Moneygrow.com ®
Previous Registrations
Chartered Financial Services, INC.
Harbor Financial Services, LLC
Harbor Financial Services, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Cadaret, Grant & CO., INC.Broker
Equity Services, INC.Broker
State Registrations3 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.