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 |
|---|---|---|
St. Louis, MO
| 22
| |
St. Louis, MO
| 52
|
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