Fresh Bread Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,876,792
Clients
21
Advisors
1
of 1 employees
About
Fresh Bread Investments provides ongoing asset management, investment advisement and written financial planning to individual investors and to organizations and corporations. Asset management is offered only through the firm’s wrap-fee program, while advisement and modular or full written plans are available on an hourly or asset-based basis.
The firm follows a value-oriented, predominantly long-only approach that combines fundamental and cyclical analysis with tactical asset-allocation flexibility. Its disclosures note accommodation of special situations—such as low-basis stock, stock options and legacy holdings—and include discussion of options-related risks, indicating the firm may employ derivatives or option strategies as part of portfolio management.
Fresh Bread’s model of offering asset management exclusively via a wrap-fee program and its requirement that clients custody assets at Interactive Brokers distinguish it from many peers; the brochure explains that transaction ticket fees are included in the advisory fee and highlights access to Interactive Brokers’ institutional trading, research and operational services. The inclusion of organizations/corporations among its client types and the explicit discussion of options and special-account arrangements are less common for independent advisers and suggest prospective clients should review custodial and strategy details carefully.
Client services
Expertise
Fee options
$100,000 - $500,000: 1.65% $500,001 - $5,000,000: 1.35% $5,000,001 - $25,000,000: 1.00% $25,000,001 - $100,000,000: 0.65% $100,000,001 - $500,000,000: 0.45% $500,000,001+: 0.30%
Financial planning services charged at $400 per hour.
Minimum fee: For asset management: minimum monthly fee of $90 plus a $200 initial engagement fee for clients with less than $100,000 AUM; For asset advisement: minimum monthly fee of $60 plus a $100 initial engagement fee for clients with less than $100,000 assets under advisement; For financial planning: minimum fee of $100. Fee-only: Asset management and advisement fees based on AUM; financial planning charged hourly.
Main office
1555 Bonaventure Blvd., Suite 1010
Weston FL 33326
Advisors at this office
1
Most active in
California · Florida · New York · Texas
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
Quick links
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