Frederick
Wahl
Brownlie & Braden Advisors, LLC
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About this Advisor
Frederick Wahl is a chartered financial analyst based out of Dallas, Texas who has 6 years of industry experience. Wahl is currently employed by Brownlie & Braden Advisors, LLC. Throughout their career, Wahl has worked at Cinque Partners LLC, Hanover Hillcrest Holdings, LLC (F/K/A Brownlie & Braden, LLC), Cotton Creek Capital Management, LLC, Brownlie & Braden Advisors, LLC and Retired. Wahl has a Series 63 license, designating them as a securities agent, and can advise clients in Texas. Brownlie & Braden Advisors, LLC is a financial advisory company that has its headquarters in Dallas, TX. The company has a total of 18 advisors. It oversees $313 million in assets under management across its 25 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 25 client accounts, 72% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Brownlie & Braden Advisors, LLC most likely include any blend of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brownlie & Braden Advisors, LLC Brokerage Details
$312,757,060
18
25
$12,510,282
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
- Other
Frederick Wahl Work History
Frederick has been registered as a financial advisor for 6 years.*
Cotton Creek Capital Management, LLC
Brownlie & Braden Advisors, LLC
Hanover Hillcrest Holdings, LLC (F/K/A Brownlie & Braden, LLC)
Retired
Cinque Partners LLC
*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 Wahl 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 Brownlie & Braden Advisors, LLC
Dallas, TX
Dallas, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Dallas, TX
Fort Worth, TX
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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