Robert Frizell is a CFA-designated registered investment advisor at Brookmont Capital Management, based in Dallas, TX, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee, minimum account size, and minimum fee may be negotiable under certain circumstances.
Fee Estimator
Location
5950 Berkshire Lane, Suite 1420, Dallas, TX, 75225
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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 →Employment History
Current Registrations
Brookmont Capital Management
Previous Registrations
Commerce Street Capital, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Citigroup Global Markets INC.Broker
Collins Stewart LLC.Broker
Credit Suisse Securities (USA) LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations1 state
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