Frederic Lefriec
Frederic Lefriec is a registered investment advisor at Richards Merrill Wealth Management, based in Spokane, WA, with 10 years of industry experience. Frederic is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,277 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.90% |
| $25K - $50K | 0.85% |
| $50K - $100K | 0.80% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.67% |
Fees are negotiable. Schedule reflects the primary advisory program (IA 1) and second program (IA 2) ranges. Program 1 rates apply to higher tiers and include financial planning, while Program 2 rates apply to smaller accounts and do not include planning.
Fee Estimator
Location
612 West Main Street, The M Building Suite 201, Spokane, WA, 99201
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Richards Merrill Wealth Management
Richards Merrill Wealth ManagementBroker
Previous Registrations
Richards, Merrill & Peterson, INC.
State Registrations11 states
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
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