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Frec

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Low-cost direct indexing for tax-aware market investing with automated tax-loss harvesting and personalized multi-index portfolios.

ウェブサイト:https://frec.com/
追加日:2026年7月13日
月間訪問者数:
105.0K
ソーシャルと電子メール:
direct indexingtax-loss harvestingtax-efficient investingportfolio managementlong-short strategiesfintech
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Frec
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Frecとは何ですか?

Frec is a low-cost direct indexing platform that provides accessible tax-efficient market investing and related products. It delivers tax-aware market returns through strategies like automated tax-loss harvesting and personalized multi-index portfolios without requiring a wealth advisor.

コア機能

  • Classic Direct Indexing

    Invest in the market while aiming to minimize capital gains and potentially save on taxes, with fees as low as 0.09% and zero additional effort required.

  • Long Short Direct Indexing

    Enhance direct indexing returns through long-short strategies previously available only via hedge funds with high minimums.

  • Tax-loss Harvesting

    Automate tax-loss harvesting to unlock potential tax savings while participating in the market.

  • Frec Diversify

    Transition concentrated stocks into a diversified index over time with minimal tax impact.

  • Multi-Index Portfolio Management

    Set up and maintain portfolio allocations across multiple indices to keep accounts balanced according to an investment plan.

  • Existing Stock Utilization

    Transfer stocks from a brokerage to fund a direct index or enable auto-conversion that sells them tax-efficiently and reinvests proceeds.

  • Tax Savings Tracking

    Track tax savings over time and see the potential portfolio value if savings are reinvested.

  • Treasury Cash Product

    Earn high interest on cash holdings via Treasury.

  • Asset Custody and Security

    Funds held in the customer's name at third-party Apex Clearing; platform is SEC registered, acts as a fiduciary, and assets are insured with SIPC membership.

使用例

  • #1

    Tax-efficient index investing

    Participate in market returns via direct indexing while harvesting tax losses to keep more capital compared with traditional ETFs or mutual funds.

  • #2

    Tax-aware diversification of concentrated holdings

    Convert concentrated stock positions into a diversified index portfolio over time with reduced tax impact.

  • #3

    Advisor-free sophisticated investing

    Access strategies historically limited to high-net-worth clients or hedge funds without hiring a wealth advisor or paying high fees.

  • #4

    Cash management with Treasury

    Earn high interest on uninvested cash through Treasury products alongside equity strategies.

以下に最適:Individual investors seeking tax-efficient market exposureInvestors with concentrated stock positions needing tax-aware diversificationUsers wanting direct indexing without traditional advisor fees or high minimums

料金プラン

Classic direct indexing fees as low as 0.09%. Additional products such as long-short direct indexing and other services are available; full fee schedule not detailed on the home page.

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よくある質問

What is Frec?
Frec is a low-cost direct indexing platform for tax-aware market investing that offers automated tax-loss harvesting, personalized multi-index portfolios, and related products to deliver tax-efficient market returns without a wealth advisor.
What are the main features of Frec?
Key features include classic and long-short direct indexing, automated tax-loss harvesting, Frec Diversify for transitioning concentrated stocks, multi-index portfolio management, existing stock utilization, tax savings tracking, a Treasury cash product, and secure asset custody at Apex Clearing with SEC registration and SIPC membership.
How much does Frec cost?
Classic direct indexing fees start as low as 0.09%. Additional products such as long-short direct indexing and other services are available; the full fee schedule is not detailed on the home page.
Who is Frec designed for?
Frec targets individual investors seeking tax-efficient market exposure, those with concentrated stock positions needing tax-aware diversification, and users who want direct indexing without traditional advisor fees or high minimums.
How does Frec handle security and custody?
Funds are held in the customer's name at third-party Apex Clearing. The platform is SEC registered, acts as a fiduciary, and assets are insured with SIPC membership.
Can I use existing stocks with Frec?
Yes. You can transfer stocks from a brokerage to fund a direct index or use auto-conversion that sells them tax-efficiently and reinvests the proceeds. Frec Diversify also helps transition concentrated stocks into a diversified index over time with minimal tax impact.

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ツール情報

料金モデルPaid
カテゴリビジネスツール
タグ
direct indexingtax-loss harvestingtax-efficient investingportfolio managementlong-short strategiesfintech
言語英語
最終更新日2026年7月16日
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