Gabriel Freund is a CFA-designated registered investment advisor at Brogan Asset Management, LLC, based in Doral, FL, with 17 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1 clients with $500K 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fee Estimator
Location
Doral, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gabriel is a registered representative with Amerant Investments, Inc. and a financial advisor with Welcy Capital Advisors LLC since May 2024. These roles take nearly full-time hours, all during securities trading hours, and involve client advice and product analysis.
Employment History
Current Registrations
Brogan Asset Management, LLC
Previous Registrations
Amerant Investments, INC.Broker
Welcy Capital Advisors LLC
Santander Securities LLCBroker
Bnp Paribas Investment Services, LLCBroker
Deltec Wealth Management, LLC
Genspring Family Offices, LLC
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Deutsche Banc Alex. Brown INC.Broker
Gfi Securities LLCBroker
D. E. Shaw Investments, L.P.Broker
Smith Barney INC.Broker
State Registrations1 state
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.