Robert Frey is a registered investment advisor at Lakeside Advisors INC, based in Seattle, WA, with 54 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 224 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 | 0.60% |
Fees are negotiable and may vary based on complexity, size of account, and other factors. Minimum annual fee of $600.
Fee Estimator
Location
1115 East Denny Way, Seattle, WA, 98122
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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 an insurance agent/contractor with BISYS, focusing on SPDA insurance sales, and dedicates minimal time to this. He is also the owner and investment adviser representative for Lakeside Advisors, spending nearly full-time hours in this role, and the president of Central Corner Condominium HOA and a director at Highline Heritage Museum, spending minimal time on each.
Employment History
Current Registrations
Lakeside Advisors INC
Previous Registrations
Kms Financial Services, INC
Ariston Capital Management CORP
Kms Financial Services, INC.Broker
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.