Frederick Schubert
Frederick Schubert is a registered investment advisor at Stonewall Equities, LTD., based in Paradise Valley, AZ, with 15 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 26 clients with $8.8M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Cash and cash equivalents are billed separately at 0.20% annually. Fixed income equivalents are billed separately at 0.85% annually.
Fee Estimator
Location
Paradise Valley, AZ
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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 →Other Business Activities
Frederick is the president of Stonewall Equities LTD, an RIA firm, dedicating full-time hours to this role. He is also the president and managing shareholder of Schubert & Associates, P.C., spending nearly full-time hours in this position in addition to trading hours.
Employment History
Current Registrations
Stonewall Equities, LTD.
Previous Registrations
Stonewall Equities, LTD.
State Registrations1 state
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