Kenneth Frier is a CFA-designated registered investment advisor at Atlas Capital Advisors INC., based in San Francisco, CA, with 5 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 157 clients with $1.1B 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 | 1.00% |
Rates vary by asset type: 1% per year for risk assets (equities, commodities, currencies) and 0.45% per year for fixed income assets. Subject to a $5,000 minimum annual fee.
Fee Estimator
Location
38 Keyes Ave Suite 200, San Francisco, CA, 94129
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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
Atlas Capital Advisors INC.
Previous Registrations
Atlas Capital Advisors LLC
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.
Exams
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