Yes. We do not charge any commissions, trading fees, account fees, or any other type of additional costs. We charge one simple quarterly fee based on assets under management and we cover the rest.

Yes – All Investment Advisory agreements are cancelable at anytime without penalty. Simply transfer your account to another advisor and they will take it from there.

The initial discovery call is used to understand the prospective client’s needs, goals, investment objectives and risk tolerance. Any questions can be asked. These calls may sometimes go over 15 minutes and no charges will be assessed for this time overage. No commitments are necessary. If after your call you would like to formally begin working together – your Advisor will help set-up a second call to continue the onboarding process.

We typically directly debit each separately managed account for advisory fees. Clients also have the option to pay with credit card or ACH bank transfer.

Yes. Fresh Bread Investments offers Advice on Held Away Accounts. Please see our full description of services and pricing here.

Yes, just ask.