Robert Fredrikson
Robert Fredrikson is a CFP-designated registered investment advisor at Generational Wealth Management, based in Brownsburg, IN, with 27 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 566 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gen-Wealth Partners manages investment portfolios for a fee based on the value of your investments. The fee ranges from 0.80% to 1.75% annually and may be negotiable. Clients in the Gen-Wealth Multi-Strategy Platform Program also pay a 0.25% platform fee. If Gen-Wealth Partners recommends an outside investment manager, you'll pay separate fees to both Gen-Wealth Partners and the outside manager. The minimum annual fee is $2,500, plus a $10 quarterly technology fee.
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 Management
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
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