Robert Fredrikson
Robert Fredrikson is a CFP-designated registered investment advisor at Generational Wealth, INC., based in Brownsburg, IN, with 27 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 665 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Management fee ranges between 0.80% and 1.75% of assets under management. Additional platform fees of 0.25% apply for the Multi-Strategy Platform Program, and third-party institutional strategist platforms may charge up to 0.50%-0.75% separately. Fees are negotiable.
Fee Estimator
Location
407 N. Green Street, Brownsburg, IN, 46112
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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 ActivitiesSells Insurance
Robert is involved in independent insurance sales, dedicating a few hours per week. He is also an investment advisor representative at Creative Financial Designs, Inc. and operates under the name "Fredrikson Financial Advisors". Additionally, Robert is a passive real estate investor through Fredrikson Real Estate LLC, spending minimal time on this activity.
Employment History
Current Registrations
Generational Wealth, INC.
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Axia Advisory CORP
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
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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