Ryan Freberg is a registered investment advisor at Focused Alpha, LLC, based in Phoenix, AZ, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 553 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focused Alpha offers its investment management services exclusively through a bundled fee program where investment advice and trading costs are combined into a single fee. Because Focused Alpha's brochure does not disclose a specific percentage fee schedule or tiered rates for portfolio management, you will need to contact the firm directly to discuss their specific fee rates. The firm generally requires a minimum account size of $250,000, though this minimum may be waived at their discretion.
Location
2390 E Camelback Rd, Suite 130, Phoenix, AZ, 85016
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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.
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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
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Invest Financial CorporationBroker
Btig, LLCBroker
Meridian United Capital, LLCBroker
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.
Exams
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