Donald Freeman
Donald Freeman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Riverside, CT, with 32 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
15 Wilmot Lane, Riverside, CT, 06878
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Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Donald is the treasurer of Carlson & Carlson, Inc., an independent insurance agency. He also works as an advisory representative of a RIA, spends about a quarter of his time as a securities DBA, and works as a VP/independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
Main Street Management Company
Main Street Management CompanyBroker
State Registrations18 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.
Exams
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