A complete list of active advisors currently associated with FREC

Warmer can help you find a great advisor at FREC or one who fits your needs even better.

Frec Advisers provides software-based, automated discretionary investment advisory and portfolio management services through the Frec web and mobile platform to retail brokerage clients of its affiliate Frec Securities as well as eligible trusts and other entities. Its platform-based offerings include direct indexing, tax-loss harvesting, hedging strategies, cash management, and a tax-basis monitoring service, and clients must open a Frec Securities brokerage account to enroll. The firm’s investment approach is rules-driven and executed from client inputs to an online Client Profile; clients may grant full or limited discretionary authority for rebalancing, TLH, and hedging, and may personalize portfolios by excluding specific securities. Strategies span long-only direct indexing to factor-tilt long-short and Diversify 140/40-type portfolios, and the platform can employ margin, portfolio margin, and short positions where clients opt in. Distinctive aspects include a sizeable asset base (about $567 million) and an unusually high client-to-advisor load (1,789 clients across six advisors) combined with a required execution affiliation: Frec routes client trades through affiliate Frec Securities with clearing by Apex. The firm emphasizes automated delivery rather than in-person financial planning, runs promotional and referral campaigns (including compensating third parties and offering promotional incentives to clients), and offers institutional-style features such as a portfolio line of credit, securities lending, FDIC sweep options, and an asset-recovery service.

To learn more about the advisors currently working at FREC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.