RF
RF

Ryan Freberg

13 Years of Experience
May Earn Commission

Ryan Freberg is a registered investment advisor at Focused Alpha, LLC, based in Phoenix, AZ, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 518 clients with $560M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
518 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$561.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

Focused Alpha offers investment management services through a wrap fee program, where brokerage commissions and transaction costs are included in the overall fee. The specific fee structure is detailed in the Focused Alpha, LLC Wrap Fee Program Brochure.

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Location

2390 E Camelback Rd, Suite 130, Phoenix, AZ, 85016

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ryan owns multiple real estate properties, including locations on N Treat Ave, E Broadmor Dr, On The Lake RV Resort, Lafitte's Hideout RV Park, and Big Chief RV & Cabin Resort. He acts as a landlord and rental property manager for some of these properties.

Employment History
Current Registrations
Focused Alpha, LLC
May 2024 - Present · 1 yr 11 mos
Previous Registrations
UBS Financial Services INC.
January 2016 - April 2024 · 8 yrs 3 mos
UBS Financial Services INC.Broker
July 2015 - April 2024 · 8 yrs 9 mos
Morgan Stanley
December 2013 - July 2015 · 1 yr 7 mos
Morgan StanleyBroker
December 2012 - July 2015 · 2 yrs 7 mos
Invest Financial CorporationBroker
December 2012 - December 2012 · 0 mos
Btig, LLCBroker
May 2012 - July 2012 · 2 mos
Meridian United Capital, LLCBroker
February 2012 - May 2012 · 3 mos
State Registrations1 state
AZ
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.