Frederick Dewald
Frederick Dewald is a registered investment advisor at Vision Wealth Management, INC., based in Commerce Twp, MI, with 18 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, Investment Management, Retirement Planning. Their firm serves 416 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% and is negotiable. You may aggregate accounts to achieve a lower fee.
Fee Estimator
Location
2000 Oakley Parkway, 204-E, Commerce Twp, MI, 48390
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 Activities
Frederick is an assistant professor of finance at the University of Memphis. This non-investment related activity takes a full-time commitment.
Employment History
Current Registrations
Vision Wealth Management, INC.
Previous Registrations
First Light Financial Incorporated
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
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.