Freddrick Tillman
Freddrick Tillman is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Phoenix, AZ, with 1 years of industry experience. Freddrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
3200 East Camelback Road, Suite 190, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (1)
Criminal
March 2019Other Business ActivitiesSells Insurance
Freddrick is an insurance agent since 2020, selling life, health, annuities, and accident & sickness insurance, dedicating about 25 hours per week during trading hours. He also serves in the United States Army as a Combat Engineer, dedicating minimal time.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.