Daniel
Frick
Fmp Wealth Advisers
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About this Advisor
Daniel Frick is a certified financial planner and chartered financial analyst working in Lake Charles, Louisiana, with 11 years of relevant experience. Frick works at Fmp Wealth Advisers. They have worked at Fmp Wealth Advisers for their entire career. Frick holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Louisiana and Texas. Fmp Wealth Advisers is a financial advisory business operating out of Austin, TX. The firm has a total of 13 financial advisors. It oversees $818 million in assets under management across its 2,727 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,727 accounts, 41% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the services provided. However, fees billed by Fmp Wealth Advisers can consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fmp Wealth Advisers Brokerage Details
$817,664,000
13
2,727
$299,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Frick Work History
Daniel has been registered as a financial advisor for 11 years.*
Financial Management Professionals, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Frick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fmp Wealth Advisers
Austin, TX
Lake Charles, LA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Lake Charles, LA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
