Fresh Bread Investments is an independent registered investment advisor located in Weston, Florida, offering asset management, asset advisement, and financial planning services. Fresh Bread Investments manages portfolios on a discretionary and non-discretionary basis through a wrap fee program, utilizing an interactive broker custodian. The firm's investment strategy primarily focuses on long-term value investing, fundamental analysis, and tactical asset allocation, utilizing mutual funds, exchange-traded funds, equities, and fixed income securities. Fresh Bread Investments tailors its services to individual client needs, accommodating restrictions and specific investment objectives. The firm serves individuals, high-net-worth individuals, ultra-high-net-worth individuals, and corporate clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.65% |
| $500K - $5.0M | 1.35% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $100.0M | 0.65% |
| $100.0M - $500.0M | 0.45% |
| $500M+ | 0.30% |
Accounts under $100,000 are subject to a minimum monthly fee of $90 plus a $200 initial engagement fee, capped at an annual rate of 2.0% of assets.