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.
Assets Under Management$38M
Clients73
Advisors1
Avg. per Client$520K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...