Frederick Scheeler
Frederick Scheeler is a CFP, ChFC-designated registered investment advisor at Scheeler Financial Group, based in West Chester, OH, with 22 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Fees are generally negotiable. Clients electing the StratTac strategy pay an additional 0.60% annual fee on those assets. Legacy clients may have a different fee schedule.
Fee Estimator
Location
9078 Union Centre Blvd, Suite 202, West Chester, OH, 45069
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 uses Scheeler Financial for his investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this. He also holds an insurance license and may recommend insurance products on a commission basis, but spends minimal time on this separate activity.
Employment History
Current Registrations
Scheeler Financial Group
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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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