Stephen Frohsin

25 Years of Experience

Nashville, TN

1 Disclosure

Stephen Frohsin is a registered investment advisor at Woodmont Investment Counsel, LLC, based in Nashville, TN, with 25 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 449 clients with $1.7B in assets under management.

Woodmont Investment Counsel, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

11 advisors

Number of Clients

449 clients

Average Client Portfolio

$3.9M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$2M

Investment management only (planning not offered)

Woodmont's fee for managing equity or balanced portfolios ranges from 0.35% to 1.0% per year of the portfolio's value. For fixed-income portfolios, the fee ranges from 0.20% to 0.40% per year. Fees are billed quarterly in advance.

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Location

3825 Bedford Ave, Suite 202, Nashville, TN, 37215

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History

Regulatory History (1)

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Customer Dispute

December 2003

Settled

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Employment History

Current Registrations

Woodmont Investment Counsel, LLC

July 2004 - Present · 21 yrs 10 mos

Previous Registrations

UBS Financial Services INC.

August 2000 - July 2004 · 3 yrs 11 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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