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Brian Charles Frederick

INTRINSIC WEALTH COUNSEL, INC.·TEMPE, Arizona
Clean recordINTRINSIC WEALTH COUNSEL, INC.
1255 W. RIO SALADO PKWY, TEMPE, AZ 85281CRD# 4217227Firm CRD# 105022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Charles Frederick · TEMPE, AZ
Registration
CRD #4217227 · INTRINSIC WEALTH COUNSEL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Charles Frederick is a registered financial advisor based in TEMPE, Arizona, affiliated with INTRINSIC WEALTH COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INTRINSIC WEALTH COUNSEL, INC.
INTRINSIC WEALTH COUNSEL, INC.
AUM
$253M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at INTRINSIC WEALTH COUNSEL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: MINIMUM RETAINER FEE
Regulatory
SEC/IARD CRD# 4217227
Firm CRD# 105022
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Charles Frederick offer?
Brian Charles Frederick specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Brian Charles Frederick's credentials?
Brian Charles Frederick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Charles Frederick located?
Brian Charles Frederick is based in TEMPE, Arizona, working with INTRINSIC WEALTH COUNSEL, INC.. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Brian Charles Frederick charge for services?
Brian Charles Frederick's firm is compensated through percentage of aum, hourly charges, other: minimum retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRINSIC WEALTH COUNSEL, INC.?
INTRINSIC WEALTH COUNSEL, INC. has approximately 8 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTRINSIC WEALTH COUNSEL, INC.

Cornelius Henry Van Zutphen
TEMPE, AZ
Charles Tway Autrey
MESA, AZ
Cornelius H. Van Zutphen
TEMPE, AZ
Gieselle Lacey
TEMPE, AZ
Daniela Urs Jones
TEMPE, AZ

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Research
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