Patrick Freeman
Patrick Freeman is a ChFC-designated registered investment advisor at Freeman, Will & Niemeier, INC., based in Evansville, IN, with 18 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 347 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
1919 West Franklin Street, Evansville, IN, 47712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Freeman, Will & Niemeier, INC.
State Registrations1 state
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