Joshua Patchik is a registered investment advisor at Frec, based in Oakland, CA, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 820 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frec Advisers charges a percentage of your portfolio annually, depending on the investment strategy you choose. Examples include:
- S&P 500 index: 0.09%
- CRSP US Large Cap index: 0.10%
- Russell 2000 index: 0.26%
- Factor Tilt Long-Short 250/150 index: 1.30%
- Cash Management Investment: 0.20%
Fees are calculated monthly based on the value of your investments. If you close your account, fees are calculated as of your last day of service.
Location
Oakland, CA
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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
Frec
Frec Securities LLC
Frec Securities LLCBroker
Previous Registrations
Tastytrade, INC.Broker
M1 Finance
M1 Finance LLCBroker
Lbmz Securities, INC.Broker
State Registrations2 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.