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Van Freeman

Western Wealth Management LLC
24 Years of Experience
Fort Worth, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Van Freeman is a registered investment advisor at Western Wealth Management LLC, based in Fort Worth, TX, with 24 years of industry experience. Van is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.

Western Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
11,253 clients
Average Client Portfolio
$476K average
Assets Under Management
$5.4B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Summit Ave., Suite 904, Fort Worth, TX, 76102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Van is involved in several investment-related activities, including non-variable insurance through Advisors Resource Company (a few hours per week), a DBA for LPL business through Tyree Wealth Concepts (full-time), and providing investment advisory services through Western Wealth Management LLC (full-time). Van also operates a Registered Investment Advisor DBA under Western Wealth Management LLC (full-time).

Employment History
Current Registrations
Western Wealth Management LLC
January 2019 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
November 2011 - Present · 14 yrs 11 mos
LPL Financial LLC
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Wwk Wealth Advisors
November 2009 - March 2019 · 9 yrs 4 mos
UBS Financial Services INC.Broker
July 2002 - May 2009 · 6 yrs 10 mos
UBS Financial Services INC.
July 2002 - May 2009 · 6 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2002 - June 2002 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - June 2002 · 5 mos
State Registrations5 states
COFLKSOKTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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