Unclaimed
Frederick Karma is an investment advisor representative with Axxcess Wealth Management, LLC, who is currently registered in California. Frederick has worked in the financial services industry since January 1986. Frederick is also the CEO of Financial Accounting Services, a company providing tax and financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/17/2023 - Present
Axxcess Wealth Management, LLC (San Diego CA)
Active
Inactive
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