NF
CFP
NF
CFP

Nolin Frias

12 Years of Experience
St. Louis, MO

Nolin Frias is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in St. Louis, MO, with 12 years of industry experience. Nolin 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, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1011 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Minimum Annual Fee:$5,000

Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.

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Location

190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105

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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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Employment History
Current Registrations
Focus Partners Wealth, LLC
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
December 2023 - July 2024 · 7 mos
Briggs Advisory Group, INC.
May 2022 - December 2023 · 1 yr 7 mos
John Hancock Investment Management LLC
November 2018 - April 2022 · 3 yrs 5 mos
John Hancock Investment Management Distributors LLCBroker
January 2018 - April 2022 · 4 yrs 3 mos
John Hancock Distributors LLCBroker
September 2016 - January 2018 · 1 yr 4 mos
Manulife Asset Management (US) LLC
January 2016 - November 2018 · 2 yrs 10 mos
Signator Investors, INC.
June 2014 - December 2014 · 6 mos
John Hancock Funds, LLCBroker
June 2014 - September 2016 · 2 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2013 - May 2014 · 7 mos
State Registrations1 state
RI
Advisor

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
No exam information available for this advisor.