Fredrick Fisher
Fredrick Fisher is a ChFC-designated registered investment advisor at Milestone Investments, INC., based in Charlotte, NC, with 36 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 91 clients with $280M 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 | 1.50% |
Fee is negotiable and based on asset size, complexity, and magnitude of advisory services.
Fee Estimator
Location
10700 Sikes Place, Suite 315, Charlotte, NC, 28277-0729
Get directionsHistory
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
Fredrick is an independent licensed insurance agent since 1999, offering life, health, and disability insurance sales and service through unaffiliated insurance companies. This activity takes a few hours per week.
Employment History
Current Registrations
Milestone Investments, INC.
Milestone Investments, INC.Broker
Previous Registrations
Nationwide Investment Services CorporationBroker
Aetna Investment Services, INC.Broker
Nationwide Advisory Services, INC.Broker
State Registrations4 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.