wiseradvisor

Brad Frederickson
Frederickson Capital Management

Tel: (408) 918-8029
One Almaden Blvd Suite 1000
Saratoga, CA 95070

Price is paramount for value investors

Frederickson Capital Management | Financial Advisor in Saratoga ,CA

About Frederickson Capital Management

For almost three decades, Frederickson Capital Management Group of Wells Fargo Advisors has actively managed separate accounts for individuals, families, trusts, retirement funds, and institutions. We have delivered superior risk adjusted investment results and built wealth wisely for our clients across multiple market cycles. We do it the old fashioned way, we endeavor to buy low, hold, and gradually reduce or sell those positions as they become overvalued. We construct customized portfolios with complete transparency, one stock and one bond at a time. We do not model our clients’ portfolios and we are above all and always circumspect on our entry points, as the cost of any investment is the key ingredient of its value, risk, and potential return. Our clients hire and stay with us not just because of results, but because they are comfortable with our process and they count on us for sound advice.

We invite you to learn more about what makes Frederickson Capital Management Group different. Please contact Jeff Frederickson, Financial Advisor, today at (408) 938-2877


General Information

Firm Start Year:   1989
No.of Employees:   5-9
Name of Broker/Dealer:   Wells Fargo Advisors
Number of Years with Current Firm:   20


Brad Frederickson

Brad Frederickson

R. Brad Frederickson - Founder and Managing Member of Frederickson Capital Management Group of Wells Fargo Advisors, Brad has almost 30 years of experience in Private Wealth Management providing discretionary portfolio management and advisory services to individuals, families, and small businesses. Brad joined E.F. Hutton & Co in 1985 following the footsteps of two previous generations of Financial Advisors, his father and grandfather and now continues that tradition with his son, Jeff. As a Senior PIM Portfolio Manager, he is among a select group of advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management Program. Wells Fargo Advisors and its predecessor firms have consistently ranked Brad with the firm’s highest honor of Chairman’s Council Member since joining the firm in 1993. As a past member of the firm’s Advisory Council for fee-based money management, Brad has lectured before financial professionals and he has authored more than 90 investment white papers focusing on the foundation of his investment philosophy and process. Brad has been nationally recognized in industry financial magazines such as Research Magazine’s, ‘The Winners Circle’- Top Ranked Financial Advisors in America , where he was chosen as one of California’s Top 75 Wealth Advisors and ‘Registered Representative’- A Custom Craftsman. Brad earned his Bachelor of Arts Degree in Business Economics from the University of California, Santa Barbara, and he is a graduate of DePaul University’s Portfolio Management Program.

My Team

Jeff Frederickson
Jeff Frederickson Financial Advisor
As a fourth generation Financial Advisor Jeff Frederickson joined Frederickson Capital Management of Wells Fargo Advisors LLC to help grow the already thriving culture and client experience in place today. Jeff earned his Bachelor of Arts degree in Accounting from University of California Santa Barbara. Prior to Wells Fargo Jeff worked in San Francisco, CA for a Registered Investment Advisor where he was responsible for client acquisition of his region and training of all new financial sales ass ...more

Compensation Arrangements

Check Money Order
Bank Transfer