Kekoa Pfau is a registered investment advisor at The Freyr Group, based in Corvallis, OR, with 2 years of industry experience. Kekoa 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.
| 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.
Corvallis, OR
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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 →Kekoa owns The Living Mane, LLC, a cosmetology company, since 2022. He also dedicates full-time hours to Aspen Wealth Management and GPS Wealth Strategies Group, LLC, providing investment advisory services, and spends minimal time on real estate rental and about half his time at Freedom Chat.
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