Frederick Fisher
Frederick Fisher is a CFP-designated registered investment advisor at Ostrofe Financial Consultants INC, based in Grass Valley, CA, with 27 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 568 clients with $390M 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 $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
420 Sierra College Drive, Suite 200, Grass Valley, CA, 95945
Get directionsHistory
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 ActivitiesSells Insurance
Frederick operates his LPL business through Ostrofe Financial Consultants, Inc., dedicating nearly all of his time to it. He also spends minimal time with Westland Financial Services selling non-variable insurance products and acts as a co-trustee for Fisher-Lourie Trust.
Employment History
Current Registrations
Ostrofe Financial Consultants INC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Associated Securities CORP.Broker
State Registrations9 states
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