Frequency Capital Advisors, LLC

CRD#147604
Investment Advisor Firm

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Overview

Frequency Capital Advisors, LLC operates as an advisory firm based in Los Angeles, California. The firm has $60.0 thousand in total assets over one client account. Frequency Capital Advisors, LLC has a small group of one employee who is a financial advisor. Frequency Capital Advisors, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as stocks, options and bonds.

Frequency Capital Advisors, LLC administers all of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction choices without requiring the customer's authorization. The investment advisory firm manages about $60,000 for every account. Under $100,000 of their financial planning investments were in securities, with under $100,000 placed in non-securities. The average financial advisor at Frequency Capital Advisors, LLC oversees about one client account, placing it among the most personalized financial advisor firms in the country.

The company's main office is at 1801 Century Park East, Los Angeles, California 90067. It is registered to provide services to clients in the state of California.

Assets Under Management

$60.0 thousand

Number of Advisors

1

Disclosures

No

Office Location

1801 Century Park East
Los Angeles, CA 90067

Frequency Capital Advisors, LLC by the Numbers

Total Assets Under Management

$60.0 thousand

National Average: $3.7 billion
Total Number of Employees

1

National Average: 29
Total Number of Accounts

1

National Average: 2,073
Average Account Size

$60.0 thousand

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors largely depend on the type of services offered. However, fees charged by the firm likely include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Frequency Capital Advisors, LLC.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Frequency Capital Advisors, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Frequency Capital Advisors, LLC

Adeyemi Winfunke
Los Angeles, CA

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This content was compiled from the SEC and FINRA