Fredric Fisher
Fredric Fisher is a CFP-designated registered investment advisor at Trinity Capital Management, LLC, based in Santa Barbara, CA, with 23 years of industry experience. Fredric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 393 clients with $560M 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 $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees are negotiable at the firm's discretion. A minimum annual fee of $3,000 applies.
Fee Estimator
Location
607 De La Vista Ave., Santa Barbara, CA, 93103
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
Fredric is a life insurance agent.
Employment History
Current Registrations
Trinity Capital Management, LLC
Previous Registrations
Trinity Financial Partners
Mercer Advisors
State Registrations1 state
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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