Frederick H. Cron (FHC) offers personalized financial advice and investment management. FHC helps clients with retirement planning, education funding, estate planning, tax minimization, and insurance evaluation. FHC monitors portfolios daily and uses no-load/no-transaction fee mutual funds. FHC takes a dynamic asset allocation approach to investing, which enables the investment strategy to change with market conditions.
Assets Under Management$13M
Clients31
Advisors1
Avg. per Client$410K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
For ongoing financial and investment advisory services, FHC charges a fee based on a percentage of your investments, ranging from 0.8% to 1.00% per year, billed quarterly in advance. The specific fee is negotiated based on the services you need.
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