JF
CFA
JF
CFA

John Frye

22 Years of Experience
Los Angeles, CA

John Frye is a CFA-designated registered investment advisor at Carnegie Investment Counsel, based in Los Angeles, CA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,159 clients with $6.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
3,159 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K+1.50%

Fees are negotiable. Some clients are charged a flat fee per quarter or a progressive fee. Carnegie has some "grandfathered" fee schedules due to mergers and acquisitions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1875 Century Park East, Suite 880, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Carnegie Investment Counsel
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Crane Asset Management, LLC
August 2003 - June 2021 · 17 yrs 10 mos
State Registrations2 states
CATX
Advisor

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.