Fresh Bread Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,876,792
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
48% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$898,895
About
Fresh Bread Investments provides ongoing asset management, investment advisement and written financial planning to individual investors and to organizations and corporations. Asset management is offered only through the firm’s wrap-fee program, while advisement and modular or full written plans are available on an hourly or asset-based basis.
The firm follows a value-oriented, predominantly long-only approach that combines fundamental and cyclical analysis with tactical asset-allocation flexibility. Its disclosures note accommodation of special situations—such as low-basis stock, stock options and legacy holdings—and include discussion of options-related risks, indicating the firm may employ derivatives or option strategies as part of portfolio management.
Fresh Bread’s model of offering asset management exclusively via a wrap-fee program and its requirement that clients custody assets at Interactive Brokers distinguish it from many peers; the brochure explains that transaction ticket fees are included in the advisory fee and highlights access to Interactive Brokers’ institutional trading, research and operational services. The inclusion of organizations/corporations among its client types and the explicit discussion of options and special-account arrangements are less common for independent advisers and suggest prospective clients should review custodial and strategy details carefully.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Active portfolio management
Fee options
$100,000 - $500,000: 1.65% $500,001 - $5,000,000: 1.35% $5,000,001 - $25,000,000: 1.00% $25,000,001 - $100,000,000: 0.65% $100,000,001 - $500,000,000: 0.45% $500,000,001+: 0.30%
Financial planning services charged at $400 per hour.
Minimum fee: For asset management: minimum monthly fee of $90 plus a $200 initial engagement fee for clients with less than $100,000 AUM; For asset advisement: minimum monthly fee of $60 plus a $100 initial engagement fee for clients with less than $100,000 assets under advisement; For financial planning: minimum fee of $100. Fee-only: Asset management and advisement fees based on AUM; financial planning charged hourly.
Main office location
Fresh Bread Investments, LLC
1555 Bonaventure Blvd., Suite 1010
Weston FL 33326, United States
Number of offices
1
Most active in
Fresh Bread Investments, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")