SF
SF

Scott Matthew Freund

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
119 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$580.9M

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M0.75%
$5.0M - $20.0M0.50%
$20M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7910 Woodmont Ave, Suite 1120, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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.

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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
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Global Arena Investment Management, LLC
May 2012 - February 2015 · 2 yrs 9 mos
Gcc Family Wealth Management Corporation
April 2008 - April 2010 · 2 yrs
Family Office Research, LLC
August 2007 - July 2008 · 11 mos
Piedmont Investment Advisors, LLC
March 2006 - September 2007 · 1 yr 6 mos
H. Beck, INC.
July 2005 - July 2007 · 2 yrs
Banc of America Investment Services, INC.
March 2003 - July 2005 · 2 yrs 4 mos
Morgan Stanley
June 1999 - March 2003 · 3 yrs 9 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Scott Matthew Freund - Financial Advisor | TrueAdvisor