Advisor at On Keel Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
On Keel Capital
Location
Mill Valley, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Frederick Borden is a CFP® with 28 years of experience in the financial industry. He is the principal advisor at On Keel Capital and has held roles at Sutter Securities Inc. and Equius Partners, LLC. In addition to his advisory work, he raises capital for private and public companies through his registered representative role at Sutter Securities. On Keel Capital provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, and charitable organizations. The firm emphasizes modern portfolio theory and strategic asset allocation, incorporating ESG factors and managing assets primarily on a non-discretionary basis.
Wealth planning services charged on a fixed fee basis, generally $5,000 to $25,000 based on scope and complexity
Less than 1% annually (exact rate negotiated individually)
$150 per hour for consulting services, charged upon mutual agreement
Fee-only: Management fee based on assets under management, less than 1% annually, exact rate negotiated per client; flat fees for wealth planning services ranging from $5,000 to $25,000; hourly consulting fees at $150 per hour
Mill Valley, CA
California
Sutter Securities Inc.
2022 - Present (4 years)
On Keel Capital, LLC
2020 - Present (6 years)
Unemployed
2019 - 2020 (1 year)
Equius Partners, LLC
2017 - 2019 (2 years)
On Keel Capital, LLC
2007 - 2017 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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