Fredrick Standfield is a CFP-designated registered investment advisor at Lifewater Wealth Management, based in Duluth, GA, with 17 years of industry experience. Fredrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 27 clients with $30M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are billed monthly or quarterly in arrears. Minimum annual fee is $4,000. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
2180 Satellite Blvd, Suite 400, Duluth, GA, 30097
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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
Fredrick is the owner of Lifewater Wealth Management LLC, a registered investment advisor. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Lifewater Wealth Management
Previous Registrations
Origin Financial
Liberate, INC.
State Registrations3 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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