Frequency Capital Advisors provides investment advice through individual consultations. They also offer advice on financial, college, and retirement planning, as well as debt management. The firm's primary focus is long-term growth while minimizing risk, using stocks, bonds, and ETFs for asset allocation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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