DeFrehn Consulting is a registered investment advisor based in Adamstown, Maryland, owned and operated by Sean DeFrehn. The firm offers a wide range of services including investment management through various account structures, comprehensive financial planning, business consulting, asset monitoring, and pension consulting. DeFrehn Consulting primarily works with individuals, high-net-worth individuals, corporate pension and profit-sharing plans, and charitable organizations. Investment management services are generally provided on a non-discretionary basis, requiring client consent for each trade, though customized asset allocation and reasonable restrictions are supported. The firm collaborates with Osaic Wealth as its broker-dealer and uses National Financial Services as a custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.28% |
| $500K - $1.0M | 1.21% |
| $1.0M - $2.0M | 1.18% |
| $2M+ | 1.15% |
Fees vary by account structure. Wrap plus transaction accounts have a separate tiered schedule ranging from 1.153% down to 1.00% for assets over $25,000,000. All fees are negotiable.