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Adam Freund

Foundations Investment Advisors LLC
16 Years of Experience
Brighton, MI
3 DisclosuresSells Insurance
View SEC Summary
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Adam Freund is a registered investment advisor at Foundations Investment Advisors LLC, based in Brighton, MI, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.

Foundations Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
297 advisors
Number of Clients
29,663 clients
Average Client Portfolio
$340K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1127 S Old Us Hwy 23, Brighton, MI, 48114

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2026
Pending
Customer Dispute
February 2018
Settled
Customer Dispute
July 2017
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Adam works as an insurance and financial consultant at Main Financial Group since 2017. This activity takes Adam's full time, including time during securities trading hours, and involves insurance sales.

Employment History
Current Registrations
Foundations Investment Advisors LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Gradient Advisors, LLC
October 2019 - May 2024 · 4 yrs 7 mos
Fusion Capital Management
June 2018 - January 2020 · 1 yr 7 mos
Ae Wealth Management, LLC
June 2017 - July 2018 · 1 yr 1 mo
Citizens Securities, INC.
August 2011 - June 2017 · 5 yrs 10 mos
Citizens Securities, INC.Broker
July 2011 - June 2017 · 5 yrs 11 mos
Edward Jones
December 2009 - July 2011 · 1 yr 7 mos
Edward JonesBroker
December 2009 - July 2011 · 1 yr 7 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
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