JF 4018: Retainer-Based Advice, Alternative Allocations and Unfair Advantages ft. Fred Hubler
Description
On this week’s episode of Passive Income Playbook, Pascal Wagner interviews Fred Hubler. Fred shares why he built a retainer-based advisory model that helps entrepreneurs and high-net-worth families allocate beyond stocks into private credit, real estate and other alternatives, and he explains his 50-10-20-20 portfolio framework for traditional assets, cash, alts and hard assets. He digs into his due-diligence rubric of legal, ethical and moral unfair advantages, plus concrete playbooks like franchise roll-ups, optioning underused retail land for townhouse developments, and partnering with institutional-grade sponsors to protect downside. You’ll also hear how to vet operators, get closer to the underlying asset, and set break-even thresholds in volatile areas like oil and gas.
Fred Hubler
Current role: Founder and CEO, Creative Capital Wealth Management Group
Based in: Chester Springs, Pennsylvania
Say hi to them at: https://ccwmg.com | mailto:frederickhubler@ccwmg.com | Instagram
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