Eric Freckman is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Palatine, IL, with 26 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
24 S Bothwell St, Palatine, IL, 60067
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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 Activities
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.
Exams
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