BasisRoute my position

Frec

Direct Indexing (Classic)

Open

Claim this listingManager's website
Assets
Not disclosed
Fee a year
0.09%–0.35%
Minimum
$20K
Tracking error
Not disclosed
Investors
Not disclosed
Open to
Anyone
Lock-up
None
Holdings
Not disclosed
Benchmark
S&P 500
Custodians
Apex Clearing
Access
Sign up directly
Launched
Not disclosed
Assets, in detail
Not broken out. Frec Advisers had $567.2M of discretionary AUM in 1,830 accounts (2026-03-26), Form ADV Part 2A. This covers direct indexing, long/short, Diversify, Treasury, and cash strategies. Frec crossed $1B in customer assets across all products (2026-04-27).
Fee schedule
0.09% to 0.35% a year, depending on the index. Reviews quote 0.09% for the S&P 500.
Tracking error, method
Not disclosed.
Capacity and queue
$20K to $50K, depending on the index.

Frec, all products

  • 2026-03$567MFrec Advisers regulatory AUM, firm-wide
  • 2026-04$1BFrec customer assets, all products (provider-level)

Sources

Checked 2026-10. Confidence: high.

Where to get it

The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.

ThroughTheir feeAll-in feeMinimumOnboarding and queueStatus
FrecDirect platform0%0.09%–0.35%$20KNot disclosedOpen

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