Michael Freeburg
Michael Freeburg is a registered investment advisor at Greenwich Wealth Management, LLC, based in West Palm Beach, FL, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 491 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiable. GWM also offers a wrap fee program with a different fee schedule: Up to $1,000,000: 1.50%/year; $1,000,001 to $5,000,000: 1.25%/year; Over $5,000,000: 1.00%/year
Fee Estimator
Location
777 S. Flagler Drive, East Tower Drive #1005, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (4)
Regulatory
February 1997Regulatory
February 1992Regulatory
June 1991Regulatory
January 1987Other Business Activities
Michael is a Founding Member of Catalus Capital Management, LLC and manages the non-underwriting side of the business, dedicating about 10-20% of his time. He is also a member of Limin Holdings LLC, a special purpose vehicle pursuing a banking license, spending a few hours per week on management oversight.
Employment History
Current Registrations
Greenwich Wealth Management, LLC
Previous Registrations
Private Client Services, LLCBroker
Leigh Baldwin & CO., LLCBroker
Greenwich Wealth Management, LLC
Saxony Securities, INC.Broker
Jvb Financial Group, LLCBroker
First Allied Securities, 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.