Strategy & Planning
Your dedicated advisor specializing in building custom plans to fit your life.
Simplistic Technology
You deserve the best client experience. Fresh Bread delivers applications and reports you'll love to open, not dread to decipher.
Straight Forward Pricing
Pay only one quarterly fee and we will cover everything else.
Partnered With a Winning Team
Fresh Bread proudly utilizes Interactive Brokers as its Custodian and Broker.
AWARD WINNING PLATFORM & SERVICES
2020 Benzinga
Best Trading Technology
#1 Professional Trading
#1 Offering of Investments
#1 Best Online Broker
5 out of 5 stars
4.6 out of 5 stars
Overall
Best Broker for
Low-Cost Investing
With a fully integrated tech stack, Fresh Bread is able to solve complex problems while providing the highest level of compliance and security.
Services & Pricing
Asset Management Services
Your personal portfolio manager-
Tailoring your accounts to your needs with individual securities for tax efficiency and longevity.
Financial Planning Services
We offer hourly Financial Planning
Services by the half hour.
Advice on Held Away Accounts
Asset Advisement Services are primarily reserved for clients that maintain assets at outside brokerage firms
helpful info
Learn As You Grow
Informative short videos to help you towards your goals
Our mission is help people build truly customized portfolios from scratch.