Freitag Financial Group, LLC
Freitag Financial Group, LLC (CRD# 150444) is a financial advisory firm headquartered in Charlotte, NC. They manage $18,950,659 in 91 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$208,249
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Freitag Financial Group, LLC
1
Richard Freitag (CRD# 2203702) is an Investment Advisor Representative working at Freitag Financial Group, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.