Frederick Myers
Frederick Myers is a registered investment advisor at Northwood Investment Partners, LLC, based in Portola Valley, CA, with 12 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $9.3M 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 | 2.00% |
Fees may be negotiable. The firm may also receive a performance-based fee from certain clients of up to 20% of net profits.
Fee Estimator
Location
Portola Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is a co-partner of Western Pacific Investments, LLC, a real estate investment firm, dedicating about a quarter of his time to finance, tax, and accounting duties. He spends the majority of his time as Principal and Manager of Northwood Investment Partners, LLC.
Employment History
Current Registrations
Northwood Investment Partners, LLC
State Registrations2 states
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