Fresh Bread Investments provides ongoing investment management through a wrap fee program, asset advisement services, and financial planning. Asset advisement includes consultations and reviews on investment planning, retirement, education, and estate planning. Financial planning creates written plans covering investments, retirement, education, and risk management. They act as a fiduciary when advising on retirement rollovers.
Assets Under Management$39M
Clients23
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$39M
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 | 1.65% |
| $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% |
For clients with assets under management of less than $100,000, Fresh Bread Investments has a minimum monthly fee of $90 plus a $200 initial engagement fee. This total annual fee will never exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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