Todd Frederick is a CFP-designated registered investment advisor at Stonecreek Private Wealth, LLC, based in Prosper, TX, with 29 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 69 clients with $190M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
Prosper, TX
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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
Todd is a director/silent partner in 30 Minute Hit, a women's kickboxing gym, since 2021. He spends minimal time reviewing books for the gym.
Employment History
Current Registrations
Stonecreek Private Wealth, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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