Frequency Capital Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Frequency Capital Advisors is a registered investment advisor located in Los Angeles, California, founded by Adeyemi Winfunke in 2008. The firm focuses on asset management and wealth advisory services for both individuals and institutions. Frequency Capital Advisors provides personalized investment advice through periodic consultations, along with non-security services such as financial planning, college planning, retirement planning, and debt management. The investment strategy prioritizes long-term growth and risk minimization by constructing portfolios using stocks, bonds, and exchange-traded funds, relying on fundamental and technical analysis.

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 ValueAnnual Fee
Any2.00%

The annual fee is a flat 2.00% across all asset tiers.

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

1 Advisors at this firm

Frequency Capital Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor