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Frederick John Bohlander

Advisor at Arca Wealth, LLC — Lakewood, FL

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Credentials

Series 63, Series 65

Experience

35 years

Location

Lakewood, FL

Arca Wealth, LLC logo

Arca Wealth, LLC

Team

Total advisors

12

Across 7 offices

Clients per advisor

92 High

Avg AUM per client

$1,020,599 Typical

HNW client ratio

39% High

About

Frederick Bohlander is a financial advisor with Arca Wealth, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His work history includes roles at Sandbox Financial Partners, Wells Fargo Advisors, Raymond James Financial, and Potomac Financial Group. Outside of his advisory work, he serves as a director of a homeowners association in Herndon, VA. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, using mutual funds, ETFs, individual equities, fixed income, and other investment vehicles.

Client services

Based on Arca Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Arca Wealth, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities

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Fee options

Percentage

0.50% - 1.50% annually (negotiable based on account size and other factors)

Project-based

$200 - $300 per hour for stand-alone financial planning services (negotiable depending on complexity)

Other

Account minimum: $500,000

Location

See office

Lakewood, FL

Lakewood FL

Advisors at this office

1

Most active in

Florida

Work history

35 years of industry experience

Sandbox Financial Partners, LLC

2018 - 2026 • 8 years

Bethesda, MD

Wells Fargo Advisors

2013 - 2018 • 5 years

Bethesda, MD

Raymond James Financial

2009 - 2013 • 4 years

Potomac Financial Group, Ltd.

1996 - 2006 • 10 years

Calverton, MD

Raymond James Financial Services, inc.

1994 - 2009 • 15 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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