Freya Financial Services

Overview

Freya Financial Services is a small, independent Registered Investment Advisor structured as a sole proprietorship that focuses on individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and client-facing education through seminars and workshops. It operates primarily in a non-discretionary capacity, meaning clients retain authority over trading decisions while Freya provides recommendations and planning guidance. Fee arrangements are flexible and include a percentage of AUM, hourly consulting, and fixed-fee engagements. Investment preferences skew toward traditional pooled products and credit exposure supplemented by targeted alternative allocations. The adviser does not position itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant. Given the firm’s structure and size, its business model reads as a high-touch advisory practice serving a concentrated roster of affluent households.

Assets & Accounts

Investments & Alternatives

Location & Offices