Frederick Borden is a CFP-designated registered investment advisor at On Keel Capital, based in Mill Valley, CA, with 29 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 3 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
On Keel Capital generally charges an annual fee of less than 1% of assets under management. Exact percentages are quoted per client and are fully negotiable. There is no minimum account size.
Fee Estimator
Location
Mill Valley, CA
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Regulatory History (1)
Customer Dispute
October 1991Other Business Activities
Frederick is a registered representative with Sutter Securities Inc. since April 2022, working full-time raising capital for private and public companies.
Employment History
Current Registrations
On Keel Capital
Previous Registrations
Sutter Securities IncorporatedBroker
Equius Partners, INC.
On Keel Capital, LLC
On Keel Capital, LLC
Urchin Capital Partners, LLCBroker
Tradewinds Securities CorporationBroker
Drexel Burnham Lambert IncorporatedBroker
Salomon Brothers 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.
Exams
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