Freya Financial Services offers personalized financial life planning and investment management. They help clients define financial objectives and develop strategies to achieve them, including cash flow, net worth, investment, tax, insurance, education, and retirement planning. Freya Financial Services provides investment advice, but the client makes the final decision. They are a fee-only firm and do not sell commissioned products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. In some circumstances, a retainer fee is charged in lieu of an Wealth Management fee when it is more appropriate to work on a fixed-fee basis. The annual retainer fee varies depending on amount of assets (generally 1% of assets) and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.