Frederick Tan is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Boca Raton, FL, with 17 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B 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% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
980 N Federal Highway, Suite 110, Boca Raton, FL, 33432
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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 is the Managing Member of Heart Themes, LLC, a retail organization, and the Owner of Meditations and Mindfulness, a health and wellness business. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
The Ayco Company, L.P.
United Capital Financial Advisors
Goldman Sachs & CO. LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Banorte Securities International, LTD.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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