Save thousands on taxes
Choose from S&P 500Ⓡ indices
Low 0.10% annual fee
Personalize your index
Low minimum of $20,000
Index investing
that gets you more.
Ditch your ETFs for something better
Just as easy as investing in an ETF, Frec Direct Indexing can help you earn more by unlocking tax savings, no matter the market.
Frec could generate tax saving opportunities worth ~40%1 of your invested capital over several years. For a $20K investment, that’s $8K which can be used to lower your tax bill.
You can choose between the S&P 500® or S&P 500® Info Tech index, and customize by adding or excluding stocks or sectors.2
Your money is
secure
Safety & privacy are our cornerstones
Your funds are held in your name at third-party Apex Clearing, one of the largest US custodians holding over $114B in funds for prominent financial technology companies. In the unlikely event that something happens to Frec, your assets will be fully accessible.
Frec is a Broker Dealer and Registered Investment Advisor. We’re regulated by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They both have the rights to perform regular audits. Plus, Frec Advisers is a fiduciary, meaning we are legally bound to do what is in your best interest.
We have strict measures in place to keep your data protected. Sensitive information is encrypted and measures like 2FA and auto log out are implemented for security. We’ve instilled transactional safety processes, ensuring that every transaction is monitored by a human. Our code is written securely and is regularly audited by third parties.
Frec is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.
On top of this, Apex Clearing offers excess insurance protection with an aggregate of $150M.
The longer you wait, the more you miss out on
Getting started on Frec should be faster than your morning coffee routine.
Get more for less
Our pricing, compared
Other direct indexing solutions are more expensive. Wealthfront Direct Indexing charges 0.25%, other traditional brokerages charge 0.40%, and wealth advisors can charge as much as 1.00%.3