Michael Freeman
Michael Freeman is a CFA, CFP, ChFC-designated registered investment advisor at Truist Advisory Services, INC., based in Charlotte, NC, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
6869 Fairview Rd, Charlotte, NC, 28210
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Regulatory History (2)
Customer Dispute
December 2008Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Michael is the manager of Tiberius Acquisitions, LLC, created for his children's business activities, and spends a few hours per week on accounting, administration, and acquiring insurance for the LLC. He also works as the head coach for a high school wrestling team, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations29 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.