John Fredrick is a ChFC-designated registered investment advisor at Rockcrest Financial LLC, based in Bushkill, PA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 133 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of RockCrest Financial's comprehensive Personal Finance CEO Service, which charges an annual flat fee ranging from $15,000 to $36,000 (or $1,250 to $3,000 monthly) depending on the complexity of your situation.
If you choose to have advisory fees deducted directly from retirement accounts, the fee is limited to a maximum of 0.125% per month (up to 1.5% annually) of the account value. Any remaining balance of the flat fee is billed through a secure third-party service to your credit card, debit card, or bank account. When your monthly investment advisory fee equals the flat fee, the financial planning services are provided at no extra cost.
Location
Bushkill, PA
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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.
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Current Registrations
Rockcrest Financial LLC
Previous Registrations
Cypress Financial Planning
Cambridge Investment Research Advisors, INC.
Capital Analysts, Incorporated
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.