Frederick Lear is a registered investment advisor at Lear Investment Management, based in Dallas, TX, with 21 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 164 clients with $810M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.80% |
Fees are generally negotiable and may vary by client.
Fee Estimator
Location
2911 Turtle Creek Boulevard, Suite 920, Dallas, TX, 75219
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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 founder, owner, and manager of LIM Technologies, a financial services mobile device application and messaging service, since 2018. He oversees the operations of this business.
Employment History
Current Registrations
Lear Investment Management
Previous Registrations
Sloan Wealth Management, L.L.C.
Neuberger Berman LLC
State Registrations1 state
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