- FRIFELDT INVESTMENT COUNSEL offers personalized financial planning and investment management services to clients.
- The firm takes a holistic approach to financial management, considering all aspects of a client’s financial situation when creating a customized plan.
- FRIFELDT INVESTMENT COUNSEL provides ongoing support and guidance to clients, regularly reviewing and adjusting their portfolios to ensure they remain on track towards their goals.
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- High-net-worth individuals
- Business owners
- Executives
- Retirees
FRIFELDT INVESTMENT COUNSEL
FRIFELDT INVESTMENT COUNSEL is a premier financial advisory firm that specializes in providing expert financial guidance to its clients. With a team of experienced financial advisors, FRIFELDT INVESTMENT COUNSEL prides itself on its reputation for excellence and commitment to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Facts and Insights:
Founded in 2005, FRIFELDT INVESTMENT COUNSEL has over 15 years of experience providing top-notch financial services to a diverse range of clients. The firm prides itself on its thorough research and data-driven strategies to help clients make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered:
Client Types:
Fees & Compensation:
FRIFELDT INVESTMENT COUNSEL follows a fee-only compensation structure, meaning they do not earn commissions for recommending specific investments. Instead, they charge a percentage of the assets they manage for clients, ensuring their interests are aligned with their clients’ success.
Background:
The team at FRIFELDT INVESTMENT COUNSEL is made up of highly qualified financial advisors, many of whom hold advanced degrees and certifications in finance and investment management. Their expertise and dedication to their clients have earned the firm numerous accolades and recognition in the industry.
Financial Advisor Disclosures to Know:
FRIFELDT INVESTMENT COUNSEL takes transparency seriously and ensures that all necessary disclosures are made to their clients. These may include any potential conflicts of interest, the firm’s compensation structure, and any risks associated with the recommended investments.