Todd Freund
Todd Freund is a registered investment advisor at Freund & CO Investment Advisors, L.C., based in St. Louis, MO, with 21 years of industry experience. Their practice areas include Business Owners, Estate Planning, Retirement Planning. Their firm serves 23 clients with $24M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
530 Maryville Centre Dr., Suite 210, St. Louis, MO, 63141
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 Activities
Todd is an attorney at law with a general practice since 1997. He spends nearly full-time on this activity, with about a quarter of his time during trading hours.
Employment History
Current Registrations
Freund & CO Investment Advisors, L.C.
State Registrations3 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.