FREUND & CO INVESTMENT ADVISORS, L.C.

Overview

Freund & Co Investment Advisors, L.C. is a small, independent registered investment advisor that works primarily with individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its engagement model is largely non-discretionary, which means clients retain final decision authority while Freund & Co provides recommendations and portfolio construction. The firm charges a combination of percentage-of-AUM fees, hourly fees, fixed fees and may earn commissions, allowing flexibility to tailor billing to client needs. Advisory services also include pension consulting and selection of third-party managers, indicating the firm can coordinate external specialists when a client’s situation requires niche expertise.

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Public Holdings

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Location & Offices