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 63, Series 65
Industry experience
52 years
William Freund is a financial advisor at Freund & Co Investment Advisors, L.C. with over 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cambridge Investment Research, Inc. since 2002, Freund & Co. Investment Advisors since 1997, and WM J. Freund since 1972. In addition to his advisory work, he is an independent insurance agent for various companies. Freund & Co. Investment Advisors provides financial advisory and portfolio management services to individuals, as well as for-profit and not-for-profit entities, including retirement plan consulting for plan sponsors. The firm emphasizes asset allocation, diversification, and modern portfolio theory, integrating economic and tax considerations into portfolio design, and offers a mix of model portfolios and third-party discretionary management through a specialized platform.
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
Cambridge investment Research, Inc.
2002 - Present (24 years)
Freund & Co. Investment Advisors, LLC
1997 - Present (29 years)
WM J. Freund
1972 - Present (54 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Fenton, MO
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ChFC®, Series 63
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Series 63, Series 65
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Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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