Ronald Freeman
Ronald Freeman is a CFP-designated registered investment advisor at Lifepath Advisors, LLC, based in Bluffton, SC, with 24 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 37 clients with $18M 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 $2.0M | 0.08% |
| $2.0M - $5.0M | 0.07% |
| $5M+ | 0.06% |
Fees are negotiable.
Fee Estimator
Location
Bluffton, SC
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2016Regulatory
May 2004Other Business ActivitiesSells Insurance
Ronald is an independent insurance agent for multiple producers, dedicating about 10% of his time to this investment-related activity. He is also a Certified Divorce Financial Analyst at Lowcountry Divorce Planning, LLC, spending another 10% of his time on this non-investment related role.
Employment History
Current Registrations
Lifepath Advisors, LLC
Previous Registrations
Lifeworks Advisors, LLC
Eight4three Wealth Management, LLC
Cfg Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Financial Network Investment Corporation
Financial Network CORP
Financial Network Investment CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.