Fredrik Whitley is a registered investment advisor at Money Managers, INC., based in Las Vegas, NV, with 22 years of industry experience. Fredrik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 171 clients with $53M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.4M | 1.80% |
| $1.4M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
7495 W Azure Drive, 110, Las Vegas, NV, 89130
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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 →Employment History
Current Registrations
Money Managers, INC.
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.