Donald H. Freimark CFA, LLC specializes in working with a limited number of individual clients to plan and implement their investment portfolios. The firm's approach is personalized and focused on implementing strategies, selecting stocks, and timing transactions to achieve investment goals. The firm uses Interactive Brokers for brokerage services but has no financial ties to them.
Assets Under Management$3.2M
Clients8
AdvisorsN/A
Avg. per Client$400K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
In addition to the AUM fee, there is an annual performance bonus of 12% of the portfolio gain that exceeds the historic high level of all prior years (excluding deposits and withdrawals).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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