Adam Freund
Adam Freund is a registered investment advisor at Foundations Investment Advisors LLC, based in Brighton, MI, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
1127 S Old Us Hwy 23, Brighton, MI, 48114
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2026Customer Dispute
February 2018Customer Dispute
July 2017Other Business ActivitiesSells Insurance
Adam works as an insurance and financial consultant at Main Financial Group since 2017. This activity takes Adam's full time, including time during securities trading hours, and involves insurance sales.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Gradient Advisors, LLC
Fusion Capital Management
Ae Wealth Management, LLC
Citizens Securities, INC.
Citizens Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.