Freitag Financial Group, LLC
Freitag Financial Group, LLC (CRD# 150444) is a financial advisory firm headquartered in Charlotte, NC. They manage $13,547,126 in 77 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$175,937
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.