Freitag Financial Group (FFG) provides ongoing portfolio management tailored to individual client goals and risk tolerance. FFG creates an Investment Policy Statement for each client to guide portfolio selection. FFG also offers financial planning services covering investments, retirement, insurance, estate, education, and tax, based on fixed or hourly fees.
Assets Under Management$55M
Clients42
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. There is a 0.50% fee for advising on all outside assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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