Frederick Sitzberger
Frederick Sitzberger is a registered investment advisor at Bultman Investment Management, INC., based in Brookfield, WI, with 25 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 76 clients with $41M 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 $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients who signed advisory agreements prior to January 1, 2016 are paying fees based on a previous fee schedule which may result in clients receiving the same services for different fees.
Fee Estimator
Location
611 N. Barker Rd, Suite 100, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
Criminal
September 1971Other Business Activities
Frederick owns a commercial real estate building in Brookfield, WI, since 2014. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Bultman Investment Management, INC.
Previous Registrations
Cetera Investment Advisers LLC
Genworth Financial Advisers Corporation
Cetera Financial Specialists LLCBroker
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
Usallianz Securities, INC.Broker
Usallianz Securities, INC.Broker
Trusted Securities Advisors CORP.Broker
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.