Thomas Freitag
Thomas Freitag is a registered investment advisor at Apex Fiduciary Advisors LLC, based in Middleton, WI, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 56 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
8500 Greenway Blvd Ste 105, Middleton, WI, 53562
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is President and CCO of Apex Fiduciary Advisors LLC and an IAR at Freitag and Associates LLC, spending nearly full-time on these roles. He also sells fixed insurance and annuities for a few hours per week and manages rental properties about a quarter of his time, in addition to operating Apex Fiduciary Tax Advisors, LLC for about 10-20% of his time.
Employment History
Current Registrations
Apex Fiduciary Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.