Frec

With its innovative approach to index investing, Frec offers investors the opportunity to earn more while potentially saving on taxes through direct indexing and customization options not typically available with ETFs or robo-advisors alone. Whether you're looking for greater control over your investments or seeking ways to optimize tax efficiency, Frec provides a user-friendly platform that combines sophisticated investing strategies with low fees, making it an attractive option for investors of all levels.

Key Features:

1. Direct Indexing: Frec allows you to invest in the S&P indices while benefiting from tax loss harvesting.

2. Customizable Portfolios: You can personalize your portfolio by adding or excluding stocks and sectors.

3. Detailed Trade Information: Easily view the details of your trades within the platform.

4. Low Fees: Frec charges a competitive annual fee of 0.10% for direct indexing, lower than many other robo-advisors and traditional brokerages.

5. Portfolio Line of Credit: Access a portfolio line of credit at industry-low fees without selling your stocks.

6. Transfer Existing Stocks: Transfer your existing stocks to Frec without having to sell them or risk concentration in a single stock.

7. Invest in Familiar Companies: Frec licenses the S&P indices, so you'll know exactly what companies you're invested in.