FREYA FINANCIAL SERVICES
Freya Financial Services is a reputable financial consulting firm with years of experience in providing expert financial advice and services to individuals and businesses. Their team of highly knowledgeable financial experts has helped countless clients achieve their financial goals through strategic planning and personalized solutions.
How does the advisor help clients – Key Takeaways:
Freya Financial Services is dedicated to helping their clients achieve financial success and security through a range of services including financial planning, investment management, risk management, and retirement planning. Their approach is centered around understanding each client’s unique needs and creating a tailored plan that aligns with their specific financial goals.
Facts and Insights
Since its establishment in 2005, Freya Financial Services has built a strong reputation for their effective and client-focused financial services. They currently have over $1.5 billion in assets under management and a team of 50 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50 | 16 years |
Financial Services Offered
Freya Financial Services offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Financial Planning
- Investment Management
- Risk Management
- Retirement Planning
- Estate Planning
Client Types
Freya Financial Services serves a diverse range of clients including individuals, families, small businesses, and corporations. They cater to clients at different stages of their financial journey and provide tailored solutions to meet their unique needs.
Fees & Compensation
Freya Financial Services operates on a fee-based compensation model, which means that their advisors are compensated through fees based on a percentage of the assets they manage for their clients. This model ensures that their advisors are aligned with their clients’ best interests, as their compensation is directly tied to the performance of their clients’ portfolios.
Background
The founding members of Freya Financial Services have over 25 years of experience in the financial industry and hold various professional certifications and designations such as CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), and CFA (Chartered Financial Analyst).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Freya Financial Services is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.