Frederick Feliciano
Frederick Feliciano is a registered investment advisor at Secure Asset Management, L.L.C., based in Glendale, CA, with 32 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 clients with $870M 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 | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
100 N. Brand Blvd, Suite 222, Glendale, CA, 91203
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business Activities
Frederick is a California Notary Public, performing notary services for estate planning. This activity is not investment-related.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Securities America, 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.
Exams
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