A complete list of active advisors currently associated with Freund & Co Investment Advisors, L.C.

Warmer can help you find a great advisor at Freund & Co Investment Advisors, L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Freund & Co Investment Advisors, L.C., 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.

Name	Location	Years of experience
Todd Freund	St. Louis, MO	22
William Freund	St. Louis, MO	52

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