Freund & Co Investment Advisors, L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freund & Co. Investment Advisors, L.C. provides financial planning, portfolio design and ongoing portfolio monitoring for individuals as well as for‑profit and not‑for‑profit entities, and offers retirement‑plan investment consulting. The firm serves a small client base and reports working with individual clients, including high‑net‑worth households, under percentage‑of‑AUM advisory arrangements and hourly or fixed engagement options.
The firm typically delivers advice on a non‑discretionary basis, relying on asset‑allocation models, mutual funds, ETFs and model portfolios accessed through a third‑party platform, and uses diversification and modern portfolio theory as cornerstones of its recommendations. It also offers retirement plan consulting and may accept ERISA fiduciary delegation; one principal holds the Accredited Investment Fiduciary Analyst (AIFA®) designation and the firm uses vendor resources to support plan oversight.
Freund & Co. is notable for several uncommon affiliations and practices for a firm of its size: a principal acts as a registered representative of a broker/dealer and is licensed to sell insurance (generating commissions in that separate capacity), another principal maintains an active legal practice, and the firm participates in retirement‑plan consultant networks and a platform (AssetMark) that provides model solutions. The firm discloses and manages these overlaps — for example, commission‑paying products are not sold within accounts governed by its advisory agreements — and reports most advised assets as non‑discretionary, a structure that is less common among peers.
Client services
Expertise
Fee options
Flat fees for miscellaneous financial advisory services as agreed in advance; fees negotiable.
$0 - $500,000: 1.0000% annually $500,000 - $1,000,000: 0.7500% annually $1,000,000 - $2,500,000: 0.5000% annually $2,500,000+: Negotiable
Separate from advisory fees, commissions received by William Freund when acting as registered representative; clients who pay commissions do not pay advisory fees on those assets.
$250 per hour for principal work; $30 per hour for administrative staff work; fees negotiable.
Account minimum: $10,000 for Mutual Fund accounts on AssetMark Platform; $25,000 for Exchange Traded Funds (ETF) accounts on AssetMark Platform; $25,000 to $1,000,000 for Individually Managed Accounts (IMA) on AssetMark Platform depending on investment strategy; no specific overall minimum stated for direct advisory services (negotiable). Fee-only: Percentage of assets under management with tiered rates as above; fees negotiable; no performance-based fees.
Main office
530 Maryville Centre Dr., Suite 210
St. Louis MO 63141
Advisors at this office
2
Most active in
Illinois · Louisiana · Missouri · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Todd F
Series 65
St. Louis, MO
Freund & Co Investment Advisors, L.C.
Todd Freund is a Series 65-licensed financial advisor with Freund & Co Investment Advisors, L.C. in St. Louis, Missouri, where he has worked since 1997. He has 21 years of industry experience and also maintains a general law practice as an attorney. Freund & Co. Investment Advisors provides financial advisory and portfolio management services to individuals and both for-profit and not-for-profit entities, along with retirement plan consulting for plan sponsors. The firm emphasizes asset allocation, diversification, and modern portfolio theory, integrating economic and tax considerations into portfolio design.
William F
Series 65, Series 63
St. Louis, MO
Freund & Co Investment Advisors, L.C.
William Freund is a financial advisor with Freund & Co Investment Advisors, L.C. in St. Louis, MO, holding Series 65 and Series 63 licenses and over 50 years of industry experience. He has worked at Cambridge Investment Research since 2002 and has been involved with Freund & Co. Investment Advisors since 1997. Additionally, he has been an independent insurance agent since 1972. Freund & Co. Investment Advisors, L.C. provides financial planning, portfolio design, and ongoing portfolio monitoring for individuals and for-profit and not-for-profit entities. The firm typically offers non-discretionary advice using asset allocation models, mutual funds, ETFs, and model portfolios, and also provides retirement-plan investment consulting and fiduciary services.
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