Family Office Research, LLC

Family Office Research, LLC is an investment advisory firm established in 2010 and based in Bethesda, MD. The firm, owned by Scott Matthew Freund and Emily Freund, specializes in providing a range of investment advisory services to individuals, families, and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include asset management, financial planning, and retirement plan consulting. The firm's asset management service involves creating tailored investment portfolios consisting of various securities, with quarterly reviews and rebalancing based on client needs. Financial planning services cover areas such as investment, retirement, estate, and tax planning. Retirement plan consulting services assist employer plan sponsors in managing participant-directed retirement plans. For asset management, the firm charges an annual percentage of assets under management based on a tiered fee structure. Financial planning services are offered on a flat fee basis. Retirement plan consulting fees are based on hourly rates, flat fees, or a percentage of plan assets under management. The firm does not charge performance-based fees. The minimum account balance for asset management services is $2,000,000, which may be negotiable. The firm emphasizes fundamental analysis and long-term investment strategies, with a focus on risk management. Clients have the option to grant investment discretion to the firm. Family Office Research, LLC does not accept proxy authority to vote client securities and does not provide financial information in the brochure.