FH
FH

Frederic David Hubley

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
816 clients
Average Client Portfolio
$626K average
Assets Under Management
$510.7M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

424 E. Wisconsin Avenue, Appleton, WI, 54911

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Frederic works as a cost accountant for Belmark, Inc., a flexographic printing company, since 2009. This takes nearly full-time hours, with most of that time during securities trading hours.

Employment History
Current Registrations
Winch Financial
November 2009 - Present · 16 yrs 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.