Fred Dittman
Fred Dittman is a registered investment advisor at Virtuevian Ventures, based in Houston, TX, with 14 years of industry experience. Fred 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 15 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Virtuevian Ventures charges an annual wealth management fee ranging from 1.50% to 3.00% based on the complexity of services, level of assets managed, and the overall relationship. Fees are paid daily or monthly. Wealth management fees may be negotiable at the sole discretion of Virtuevian. Please note that wealth management fees of up to 3.00% are in excess of the industry norm and that similar advisory services can be obtained elsewhere for a lower fee rate.
Location
Houston, TX
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 2017Criminal
November 2008Criminal
December 2003Other Business ActivitiesSells Insurance
Fred owns rental property in Houston, TX, since 2015 and dedicates minimal time to it. He is also a trustee for Virtuevian Ventures 401k, spending a few hours per week on it, and manages a ranch/hunting guide service during hunting season. Fred is also independently licensed as an insurance agent and may sell commissionable insurance products.
Employment History
Current Registrations
Virtuevian Ventures
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.