Scott Freund is a registered investment advisor at Family Office Research, LLC, based in Bethesda, MD, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 119 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fee Estimator
Location
7910 Woodmont Ave, Suite 1120, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is an employee of Lower St Clair LLC, involved in consulting, personal investments, and publishing, dedicating minimal time. He is also a consultant and part owner of FarmTogether US Farmland Fund LP, advising on operations, legal matters, fundraising, and fund management, spending a few hours per week.
Employment History
Current Registrations
Family Office Research, LLC
Previous Registrations
Global Arena Investment Management, LLC
Gcc Family Wealth Management Corporation
Family Office Research, LLC
Piedmont Investment Advisors, LLC
H. Beck, INC.
Banc of America Investment Services, INC.
Morgan Stanley
State Registrations1 state
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