Eric Freckman is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Palatine, IL, with 25 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
24 S Bothwell St, Palatine, IL, 60067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric uses Guillaume & Freckman, Inc as the business name for his investment advice services through Private Advisor Group, LLC, dedicating nearly full-time hours to this. He is also a board member with Harvest Bible Chapel and an owner of Third West LLC, a residential rental property, dedicating minimal time to each.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Responsible Investment Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Cambridge Investment Research, INC.Broker
State Registrations2 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.