Freitag Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freitag Financial Group is an independent, single-advisor registered investment adviser that serves individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides ongoing portfolio management guided by client-specific Investment Policy Statements, as well as financial planning and pension consulting, and reports that its assets under management are primarily non-discretionary (approximately $54.7 million).
The firm constructs Investment Policy Statements tailored to each client and applies fundamental, technical, and cyclical analysis to recommend allocations and securities, using both long- and short-term strategies and limited options and margin transactions when appropriate. Because the adviser does not accept investment discretion or custody, recommended trades are implemented only with client authorization and accounts are reviewed at least quarterly by the firm’s sole advisor.
Noteworthy for its category, the firm combines a solo-practitioner model with a materially non-discretionary AUM base and explicit pension consulting services for institutional clients, a mix that is uncommon among independent advisers. The firm also does not utilize third-party managers or wrap programs and leaves proxy voting and custody with clients or their custodians, which may shape operational arrangements for institutional accounts.
Client services
Expertise
Fee options
Fixed fees starting at $2,500 for comprehensive financial plans; $500 per specific planning area
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.60%
$150/hour for financial planning services
Fee-only: Fixed fees starting at $2,500 for comprehensive financial plans; $500 per specific planning area; Hourly fee $150/hour
Main office
15720 Brixham Hill Ave Suite 300
Charlotte NC 28277
Advisors at this office
1
Most active in
North Carolina · South Carolina
Also doing business as
Freitag Financial Group, LLC · Lf & Associates · Loftin Freitag And Associates LLC · Loftin Freitag And Associates, LLC · Name1015
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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