Freya Financial Services is a registered investment advisor founded in 1998, operating out of Concord, Massachusetts, as a sole proprietorship led by Certified Financial Planner Linda Colleen Nelson. Freya Financial Services provides comprehensive wealth management services, combining ongoing financial life planning with investment management, as well as standalone financial planning engagements. The firm focuses on strategic asset allocation and globally diversified portfolios, utilizing mutual funds, stocks, and bonds. Freya Financial Services operates under a legally required standard to act in clients' best interests and does not sell commissioned products or accept finder's fees.
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 and a minimum annual fee of $3,000 applies. Fixed retainer fees of approximately 1% of assets may be charged in lieu of asset-based fees.