Patrick Freeman
Patrick Freeman is a CFP-designated registered investment advisor at Freeman Wealth Management, based in Dallas, TX, with 20 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Freeman Wealth Management charges a percentage of your portfolio value annually, billed quarterly in advance. There are different fee schedules for new clients and legacy clients (those who worked with an advisor previously).
For new clients:
- First $250,000: 1.75%
- Next $750,000: 1.25%
- Next $2,000,000: 0.50%
- Over $3,000,001: 0.25%
For legacy clients:
- $500,000 and Less: 1.50%
- Over $500,001: 1.00%
Location
2626 Cole Ave, Ste 300, Dallas, TX, 75204
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an independent insurance agent, spending a few hours per week on this activity. He is also the founder of PHF Diversified Holdings, LLC, a holding company for his self-directed solo 401K, dedicating minimal time to it.
Employment History
Current Registrations
Freeman Wealth Management
Previous Registrations
Rfg Advisory, LLC
Heritage Wealth Management, LLC
Freeman Wealth Management LLC
Northwestern Mutual Investment Services,llc
State Registrations1 state
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.