Frederick Bacani is a registered investment advisor at Concentric, based in Newtown Square, PA, with 22 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 5,371 clients with $14B 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 | 0.50% |
Fee schedule ranges from approximately 0.00% to 0.50% per annum for direct accounts and 0.05% to 0.50% for sub-advisory accounts. Fees are negotiable based on account size, scope, and complexity.
Fee Estimator
Location
6022 West Chester Pike, Newtown Square, PA, 19073
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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
Concentric
Pathstone
Previous Registrations
Veritable LP
State Registrations2 states
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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