Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
371 clients
Average Client Portfolio
$589K average
Assets Under Management
$218.5M
Fee Structure
Minimum Investment:$100K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Brett William Freese
Location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History
Clean regulatory record
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
Trustwell Financial Advisors, LLC
March 2009 - Present · 16 yrs 11 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Education:
Contact
Brett William Freese