The Freyr Group provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services, including initial and ongoing planning. Initial planning covers financial data analysis, insurance, wealth accumulation, retirement income strategies, and tax management. Ongoing planning includes annual reviews and unlimited advisor access. Brandon Konda, the owner, also sells insurance, which could create a conflict of interest.
Assets Under Management$53M
Clients78
Advisors3
Avg. per Client$680K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.15% |
| $750K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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