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Frederic Devinney

American Investors CO
59 Years of Experience
Walnut Creek, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Frederic Devinney is a registered investment advisor at American Investors CO, based in Walnut Creek, CA, with 59 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $630M in assets under management.

American Investors CO
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
766 clients
Average Client Portfolio
$823K average
Assets Under Management
$630.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable. A fixed percentage rate of 1.5% or a negotiated fixed annual fee is also available in lieu of the tiered schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Walnut Creek, CA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1994
Settled
Customer Dispute
January 1983
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Frederic is an independent insurance agent selling life, accident & health insurance, and annuities since 1967, dedicating minimal time to this. He is also a registered investment adviser providing financial planning and investment advice since 1993, spending about 10-20% of his time on this.

Employment History
Current Registrations
American Investors CO
September 2000 - Present · 26 yrs 1 mo
American Investors CompanyBroker
March 1994 - Present · 32 yrs 7 mos
Previous Registrations
Devinney, Frederick Hunter
January 2012 - December 2014 · 2 yrs 11 mos
Sun Investment Services CompanyBroker
January 1993 - March 1994 · 1 yr 2 mos
Associated Planners Securities CorporationBroker
April 1987 - December 1992 · 5 yrs 8 mos
American Investors CompanyBroker
March 1975 - April 1987 · 12 yrs 1 mo
Equitec Securities COBroker
June 1973 - April 1975 · 1 yr 10 mos
Spectrum Financial Group, INC.Broker
June 1973 - June 1973 · 0 mos
Equitec Securities CompanyBroker
May 1973 - June 1973 · 1 mo
Equitec Securities COBroker
October 1966 - June 1973 · 6 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.
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