Van Freeman
Van Freeman is a registered investment advisor at Western Wealth Management LLC, based in Fort Worth, TX, with 23 years of industry experience. Van operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
100 Summit Ave., Suite 904, Fort Worth, TX, 76102
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Regulatory History (1)
Customer Dispute
May 2011Other 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
LPL Financial LLCBroker
Previous Registrations
Wwk Wealth Advisors
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.