Frederick John Joosse

American Investors CO

45 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

American Investors CO

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

901 clients

Average Client Portfolio

$685K average

Assets Under Management

$616.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Santa Rosa, 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.

Judgment / Lien

July 2017

Judgment / Lien

April 2016

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Frederick is an independent insurance agent since 1974, selling health, life, and disability insurance. This takes about 10-20% of his time, with minimal time spent during trading hours.