The Freyr Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,500,000
Total clients
132
19% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
44
Average account size
$488,636
About
The Freyr Group provides discretionary asset management, financial planning (initial and ongoing), and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm also makes available insurance products through an affiliated insurance business and offers plan education and participant services as part of its retirement plan work.
Portfolios are managed using a combination of fundamental, technical, cyclical and Modern Portfolio Theory analysis, with periodic reviews (at least quarterly) for rebalancing and tax-loss-harvesting opportunities. The firm discloses that it may employ options and other derivatives and permit borrowing (margin) in separately managed accounts, practices that introduce additional leverage and risk compared with many peers.
Distinctive features include its relatively recent founding and modest scale (approximately $64.5 million in AUM with three advisors) while offering both retail and ERISA 3(21) plan services, creating cross‑service relationships between institutional and individual clients. The advisory team’s affiliation with an insurance agency — and the receipt of insurance commissions for products sold — is disclosed as a potential conflict of interest and is managed through procedures and client disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees charged as flat fees between $2,000 and $4,500 depending on complexity
$0 - $1,000,000: 1.15% annually $1,000,000.01 - $3,000,000: 0.95% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents
Ongoing financial planning annual fees assessed after first year, typically half of initial plan fee; waived if client uses asset management services
Account minimum: $100,000 Fee-only: Initial financial planning fees between $2,000 and $4,500 depending on complexity; ongoing planning fees typically half of initial fee unless client uses asset management services (then waived)
Main office location
The Freyr Group
Corvallis OR, United States
Number of offices
3
Most active in
Arizona · California · Colorado · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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