Fremont Financial Advisors (FFA) acts as a coordinator, bringing together financial experts like accountants, lawyers, and money managers to create a comprehensive financial program for clients. FFA offers three investment platforms through relationships with Milwaukee Institutional Asset Management (MIAM), Betterment, and Victoria Capital Management (VCM). FFA helps clients understand reports, monitors accounts, and facilitates communication with the money managers. The firm charges an hourly fee for coordinating meetings with experts.
Assets Under Management$10M
Clients41
Advisors2
Avg. per Client$240K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Fremont Financial Advisors (FFA) does not directly manage client investments but instead connects clients with three different money management platforms. Fees vary depending on the platform chosen:
- Milwaukee Institutional Asset Management (MIAM): Total annual fee ranges from 1.35% to 0.85% of your portfolio, split between MIAM and FFA.
- Betterment: FFA charges a fee based on your account size, ranging from 1.25% to 0.65% annually, plus Betterment's 0.25% wrap fee. Accounts over $2 million are negotiable.
- Victoria Capital Management (VCM): Total annual fee is 1.00% of your portfolio, split between VCM and FFA. Fees are negotiable for accounts above $5 million.
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