Fremont Wealth Management, LP
Assets Under Management
$38.2M
Number of Clients
73
Number of Advisors
1
Avg. Portfolio per Client
$523K
Avg. Managed per Advisor
$38.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Fremont Wealth Management manages client accounts using a value-oriented approach, focusing on growth at a reasonable price. They offer investment advice for various account types, including individual, retirement, business, foundation, and trust accounts. Client portfolios are managed individually based on their specific needs, such as age, income requirements, and growth orientation. Clients can also place restrictions on security selection.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.00% |
| $400K+ | 1.00% |
Fees may be negotiable. The fee schedule is the firm’s basic fee schedule generally charged to clients absent negotiated circumstances.
Fee Estimator
Areas of Practice
Location
3530 Post Road, Ste 203, Southport, CT, 06890