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FREDERICKSONFINANCIAL.COM

Fredrickson Financial Planning

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC. A fee-only SEC registered investment advisor. Tel: (910) 333-6659. Fredrickson Financial Planning may offer investment advisory services in the State of New York and in other jurisdictions where exempted.

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CONTACTS AT FREDERICKSONFINANCIAL.COM

THOMAS FREDRICKSON

552 1●●●●●TREET

BRO●●●LYN , NEW YORK, 11215

UNITED STATES

1718●●●●8771
TO●●●●●●@GMAIL.COM

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THOMAS FREDRICKSON

552 1●●●●●TREET

BRO●●●LYN , NEW YORK, 11215

UNITED STATES

1718●●●●8771
TO●●●●●●@GMAIL.COM

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Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC. A fee-only SEC registered investment advisor. Tel: (910) 333-6659. Fredrickson Financial Planning may offer investment advisory services in the State of New York and in other jurisdictions where exempted.
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Fredrickson Financial Planning | fredericksonfinancial.com Reviews

https://fredericksonfinancial.com

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC. A fee-only SEC registered investment advisor. Tel: (910) 333-6659. Fredrickson Financial Planning may offer investment advisory services in the State of New York and in other jurisdictions where exempted.

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1

Fredrickson Financial Planning: Ongoing Asset Management

http://www.fredericksonfinancial.com/ongoing-asset-management.php

This service is for people who prefer to have us handle the day-to-day portfolio management. Fees are in addition to the cost of the financial plan needed to set up the portfolio. We recommend, but do not require, an account size of $250,000 for our investment supervisory services. 0 to $500,000: 0.75%. 501,000-$1,000,000: 0.6%. 1,000,001 to $2,000,000: 0.3%. 2,000,001 and above: negotiable. Other fees may apply. Please refer to our Form ADV 2A Disclosure Brochure.

2

Fredrickson Financial Planning: Why FFP

http://www.fredericksonfinancial.com/why-FFP.php

Why Fredrickson Financial Planning? Fredrickson Financial Planning is a fee-only advisory practice based in Brooklyn, NY. There are many financial advisors you can pick from, but few who can offer as smart a blend of advantages as we provide. We have created dozens of financial plans for people of different means. We work on an hourly basis. While some clients prefer to have us manage their assets, others find it more cost-effective to pay strictly for hourly advice that they can implement themselves.

3

Fredrickson Financial Planning

http://www.fredericksonfinancial.com/blog/index.php

The prudential thing would be to cut fees. February 13th, 2015. I keep seeing a TV commercial. In which Daniel Gilbert, a Harvard psychology professor helping to advertise Prudential mutual funds, asks a crowd of people how much money they have in their pocket. People mention small sums of cash and Gilbert asks, “Could it be that something that small can make an impact on something as big as your retirement? If you assume a tax-free investment of $20,000 in the Vanguard fund earning 7 percent for 30 year...

4

Newsletter | Fredrickson Financial Planning

http://www.fredericksonfinancial.com/blog/newsletter

August 15th, 2016. With the markets at all time highs, is this a good time to invest? I hear this question a lot lately. People see the markets are up and yet there are a lot of concerns – China, Brexit, Trump. The list goes on. One new client put her sizable 401(k) into cash recently when a friend who works in finance told her the market was about to crash – it was already down and she missed out on the rebound. Yet the old saw that Wall Street climbs a wall of worry is true. When everything appears...

5

Fredrickson Financial Planning

http://www.fredericksonfinancial.com/index.php

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC. A fee-only SEC registered investment advisor. Tel: (910) 333-6659. Fredrickson Financial Planning may offer investment advisory services in the State of New York and in other jurisdictions where exempted.

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Fredrickson Financial Planning

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC. A fee-only SEC registered investment advisor. Tel: (910) 333-6659. Fredrickson Financial Planning may offer investment advisory services in the State of New York and in other jurisdictions where exempted.

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