Jeffrey Field is a CFP-designated registered investment advisor at Field Freedom Advisors, based in La Crescenta, CA, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Field Freedom Advisors does not directly manage investments. Instead, they refer clients to Matson Money for investment management. The annual fee for this service is 1.48% of your portfolio, which includes 0.99% to Field Freedom Advisors and 0.49% to Matson Money. This fee is in addition to the 0.50% expense ratio of the Matson Money funds your portfolio will be invested in. The total annual advisory fee will not exceed 2.00% of assets. This fee is negotiable.
Location
3923 Foothill Blvd., Suite B, La Crescenta, CA, 91214
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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.
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Jeffrey is a lawyer and may offer clients advice or products related to this activity. Field Freedom Advisors Inc always acts in the best interest of the client.
Employment History
Current Registrations
Field Freedom Advisors
State Registrations2 states
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