Freshfield Capital, LLC is a registered investment advisor offering portfolio management services and financial planning. Investment advice is tailored to each client's needs. For portfolio management, Freshfield Capital works with clients to determine their investment objectives and risk tolerance to develop a suitable strategy. The firm primarily advises on mutual funds and exchange-traded funds.
Assets Under Management$90M
Clients88
Advisors1
Avg. per Client$1M
Avg. per Advisor$90M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable depending on portfolio size and individual client circumstances. Annual fee for clients in Europe is a maximum of 0.8%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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