Thomas Fredrickson is a CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Brooklyn, NY, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 1,321 clients with $1.6B 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% |
Asset-based fees vary and do not exceed 1.00%. Fees are negotiable based on factors such as scope, complexity, and the assigned investment advisor representative. A tiered or blended rate structure may apply.
Fee Estimator
Contact
Thomas Fredrickson
Location
Brooklyn, NY
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Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Thomas is a general partner at Fredin Associates, owning two retail properties. He spends minimal time on this activity, attending an annual meeting.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Altfest Personal Wealth Management
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
Additional Information
Most people overpay for investment management. They think they will get financial planning with it. But they get very little financial planning for the high dollars they are paying. I stress financial planning and put a low cost on investment management. Ideally, I like to charge people by the hour and help them manage their own affairs. But some people prefer me to manage their investments. We can talk and find out what is best for you.Please visit my website atwww.fredricksonfinancial.com
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