Advisor at Freund & Co Investment Advisors, L.C.
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Firm
Freund & Co Investment Advisors, L.C.
Location
St. Louis, MO 63141
Credentials
Series 65
Industry experience
22 years
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.
Based on Freund & Co Investment Advisors, L.C.
Based on Freund & Co Investment Advisors, L.C.
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.
530 Maryville Centre Dr., Suite 210
St. Louis, MO 63141
Illinois · Missouri · Texas
SELF EMPLOYED
1997 - Present (29 years)
Freund & Co. Investment Advisors, L.C.
1997 - Present (29 years)
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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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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