Kevin Freeman is a CFA-designated registered investment advisor at Freeman Global Investment Counsel, based in Keller, TX, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 17 clients with $14M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable above $50,000,000.
Fee Estimator
Location
Keller, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is the President of Freeman Global Investment Counsel, providing business consulting to major financial services companies, dedicating about half of his time to this role. He also serves on the board of directors for Galectin Therapeutics, a publicly held company.
Employment History
Current Registrations
Freeman Global Investment Counsel
Previous Registrations
Separate Account Solutions
State Registrations2 states
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