Freund & CO Investment Advisors, L.C.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Freund & Co. Investment Advisors helps clients create plans to meet their financial goals. They offer financial planning, including needs assessment, plan development, and ongoing review. They also design, manage, and monitor investment portfolios for individuals, for-profit, and non-profit entities. Freund & Co. Investment Advisors also offers an asset allocation system through Assetmark.
Assets Under Management$24M
Clients23
Advisors2
Avg. per Client$1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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