FD

Frederic Hunter Devinney

59 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
32 advisors
Number of Clients
901 clients
Average Client Portfolio
$685K average
Assets Under Management
$616.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $350/hr

AIC's fees are negotiable and vary depending on the Affiliate providing services. Asset management fees are based on a percentage of assets under management, either tiered or fixed. Hourly consultation fees can reach up to $350 per hour. Fixed fees may be charged for investment plans and other planning services. The maximum fee for 401(k) plan services is 1% of plan assets annually. Clients may be able to obtain lower fees for similar services from different AIC Affiliates and/or other Registered Investment Advisers. AIC does not impose a minimum account size or minimum fees as a requirement for opening and/or maintaining an account.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Walnut Creek, CA

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1994
Settled
Customer Dispute
January 1983
Settled
Other Business ActivitiesSells Insurance

Frederic is an independent insurance agent selling life, accident & health insurance, and annuities since 1967, dedicating minimal time to this. He is also a registered investment adviser providing financial planning and investment advice since 1993, spending about 10-20% of his time on this.

Employment History
Current Registrations
American Investors CO
September 2000 - Present · 25 yrs 4 mos
American Investors Company Broker
March 1994 - Present · 31 yrs 10 mos
Previous Registrations
Devinney, Frederick Hunter
January 2012 - December 2014 · 2 yrs 11 mos
Sun Investment Services CompanyBroker
January 1993 - March 1994 · 1 yr 2 mos
Associated Planners Securities CorporationBroker
April 1987 - December 1992 · 5 yrs 8 mos
American Investors Company Broker
March 1975 - April 1987 · 12 yrs 1 mo
Equitec Securities COBroker
June 1973 - April 1975 · 1 yr 10 mos
Spectrum Financial Group, INC.Broker
June 1973 - June 1973 · 0 mos
Equitec Securities CompanyBroker
May 1973 - June 1973 · 1 mo
Equitec Securities COBroker
October 1966 - June 1973 · 6 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.