Get sophisticated strategies at low minimums and low fees.
With your tax savings, it could pay for itself many times over.
0.09%-0.35% annual fee
Harvest up to 40% of your portfolio in losses
Track the performance of an index
Choose from 16 indices
Minimum investment: $20k-$50k
0.50%-1.30% annual fee
plus 0.30%-0.86% in post-tax financing costs
Harvest up to 337% of your portfolio in losses
Factor tilt for potential pre-tax alpha
Choose between leverage options
Minimum investment: $100k-$500k
0.60% annual fee
plus 0.30% in post-tax financing costs
Automatically diversify concentrated stocks over time
Reduce concentration risk on Day 1
Minimal tax impact
Minimum investment: $100k
At Frec, we believe pricing should be transparent. That's why at any time, you can see how much you're paying Frec in fees and your potential tax savings.
We price each strategy so that the tax savings are worth the fees.
S&P 500®
Compare to SPY, but with tax savings
Minimum investment
$20kAnnual fee
SPY's expense ratio is 0.09%
Historical harvest rate
S&P 500® Information Technology
Compare to XLK, but with tax savings
Minimum investment
$20kAnnual fee
XLK's expense ratio is 0.08%
Historical harvest rate
CRSP US Large Cap
Compare to VV, but with tax savings
Minimum investment
$20kAnnual fee
VV's expense ratio is 0.04%
Historical harvest rate
CRSP US Large Cap Growth
Compare to VUG, but with tax savings
Minimum investment
$20kAnnual fee
VUG's expense ratio is 0.04%
Historical harvest rate
CRSP US Large Cap Value
Compare to VTV, but with tax savings
Minimum investment
$20kAnnual fee
VTV's expense ratio is 0.04%
Historical harvest rate
CRSP US Mid Cap
Compare to VO, but with tax savings
Minimum investment
$20kAnnual fee
VO's expense ratio is 0.04%
Historical harvest rate
CRSP US Small Cap
Compare to VB, but with tax savings
Minimum investment
$50kAnnual fee
VB's expense ratio is 0.05%
Historical harvest rate
CRSP US Total Market
Compare to VTI, but with tax savings
Minimum investment
$50kAnnual fee
VTI's expense ratio is 0.03%
Historical harvest rate
MVIS® US Listed Semiconductor 25
Compare to SMH, but with tax savings
Minimum investment
$20kAnnual fee
SMH's expense ratio is 0.35%
Historical harvest rate
CRSP ISS US Large Cap ESG
Compare to ESGU, but with tax savings
Minimum investment
$20kAnnual fee
ESGU's expense ratio is 0.15%
Historical harvest rate
Russell 1000
Compare to IWB, but with tax savings
Minimum investment
$50kAnnual fee
IWB's expense ratio is 0.15%
Historical harvest rate
Russell 2000
Compare to IWM, but with tax savings
Minimum investment
$50kAnnual fee
IWM's expense ratio is 0.19%
Historical harvest rate
Russell 3000
Compare to IWV, but with tax savings
Minimum investment
$50kAnnual fee
IWV's expense ratio is 0.20%
Historical harvest rate
S&P Developed Markets ADR
Compare to EFA, but with tax savings
Minimum investment
$20kAnnual fee
EFA's expense ratio is 0.32%
Historical harvest rate
S&P Emerging ADR
Compare to IEMG, but with tax savings
Minimum investment
$20kAnnual fee
IEMG's expense ratio is 0.09%
Historical harvest rate
S&P 500® Shariah
Compare to SPUS, but with tax savings
Minimum investment
$20kAnnual fee
SPUS's expense ratio is 0.45%
Historical harvest rate
