Frederick
Haiman

Sagespring Wealth Partners

CRD#6469568
Investment Advisor
in Frisco, TX

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About this Advisor

Frederick Haiman is a financial advisor based in Frisco, Texas, working with Sagespring Wealth Partners. Frederick has previously held positions at Haiman Law, Pc and Pollock Advisory Group, Inc. Frederick has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Frederick is part of Sagespring Wealth Partners, which operates out of Frisco, Texas. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2595 Dallas Parkway Suite 100
Frisco, TX 75034

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

TX Average: $730,596,643
Total Number of Employees

173

TX Average: 15
Total Number of Accounts

28,921

TX Average: 968
Average Account Size

$190,272

TX Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Frederick Haiman Work History

2009 - Present (16 years)

Haiman Law, Pc

2015 - 2017 (2 years)

Pollock Advisory Group, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Frederick Haiman 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 Sagespring Wealth Partners

Hannah Colbert
Columbia, TN
Luke Powers
Knoxville, TN
James Ridley
Franklin, TN
Hannah Patterson
Franklin, TN
Jordan Wedell
Franklin, TN
Yancey Wade
Franklin, TN
Jacob Byers
Franklin, TN
Garrett Smith
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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