Frederick Ruopp is a registered investment advisor at Chelsea Management Company, based in Woodland Hills, CA, with 10 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. Their firm serves 101 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chelsea Management Company charges an annual fee based on a percentage of the assets they manage. The fee is calculated at the end of each calendar quarter and charged in advance.
For Equity/Balanced Accounts:
- 1.5% per year on the first $1,000,000
- 1% per year on amounts between $1,000,000 and $3,000,000
- 0.75% per year on amounts between $3,000,000 and $5,000,000
- 0.5% per year on amounts between $5,000,000 and $10,000,000
For Fixed Income Accounts:
- 0.5% per year on the first $1,000,000
- 0.375% per year on amounts between $1,000,000 and $5,000,000
- 0.25% per year on amounts between $5,000,000 and $10,000,000
Fees for accounts over $10,000,000 are negotiable. A minimum of $500,000 in assets is required for this service, though this may be negotiable.
Location
5855 Topanga Canyon Blvd., Suite 205, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Chelsea Management Company
State Registrations1 state
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