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Oliver Fratzscher

13 Years of Experience
Bethesda, MD

Oliver Fratzscher is a registered investment advisor at Em Leaders, LLC, based in Bethesda, MD, with 13 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Qualified investors are charged an asset based management fee of 1.00% on all assets under management and a performance-based fee of 10% of capital gains/capital appreciation of client accounts above a high water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6204 Verne Street, Bethesda, MD, 20817

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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
Em Leaders, LLC
February 2013 - Present · 13 yrs 3 mos
State Registrations1 state
MD
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.
Oliver Fratzscher - Financial Advisor | TrueAdvisor