Frederick
Warburg
Fernwood Investment Management, LLC
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About this Advisor
Frederick Warburg is a financial advisor who works out of Quincy, Massachusetts with 3 years of relevant experience. Warburg is currently employed by Fernwood Investment Management, LLC. Over the course of their career, Warburg has held roles at Boston Family Office, Siharum Advisors, LLC and Fernwood Investment Management. Warburg maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Fernwood Investment Management, LLC is a registered investment business based in Quincy, MA. It administers $399 million in assets under management across its 878 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 878 accounts, 44% are associated with high-net-worth investors who have at least $1 million in investable assets. Fernwood Investment Management, LLC has a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Fernwood Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fernwood Investment Management, LLC Brokerage Details
$398,557,410
7
878
$453,938
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Frederick Warburg Work History
Frederick has been registered as a financial advisor for 3 years.*
Fernwood Investment Management
Siharum Advisors, LLC
Boston Family Office
*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 Frederick Warburg 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 Fernwood Investment Management, LLC
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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