Brandon Konda is a CFP-designated registered investment advisor at The Freyr Group, based in Corvallis, OR, with 18 years of industry experience. Brandon 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 78 clients with $53M 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 $750K | 1.15% |
| $750K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Corvallis, OR
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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
Brandon is a managing member of Freyr Financial & Insurance Services, LLC, offering life and non-variable insurance products, dedicating about 10-20% of his time. He also serves on the finance subcommittee for Benton County Community Foundation, is a board member for Little League, and is a board member and President of Fairway View Estates HOA, each requiring minimal time.
Employment History
Current Registrations
The Freyr Group
Previous Registrations
Spc
Parkland Securities, LLCBroker
Cooper Mcmanus
Securities America, INC.Broker
Aig Financial Advisors, INC.Broker
State Registrations5 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.