EF
EF

Enock Freire

16 Years of Experience
Kailua Kona, HI
1 DisclosureBroker

Enock Freire is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kailua Kona, HI, with 16 years of industry experience. Enock is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

75-170 Hualalai Rd, Ste D119, Kailua Kona, HI, 96740

Get directions

History

Regulatory History (1)
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Judgment / Lien
February 2025
Other Business Activities

Enock owns another business, dedicating minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLC
August 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Bankoh Advisors
September 2019 - May 2021 · 1 yr 8 mos
Bankoh Investment Services, INC.Broker
September 2019 - May 2021 · 1 yr 8 mos
LPL Financial LLC
November 2017 - July 2019 · 1 yr 8 mos
LPL Financial LLCBroker
November 2017 - July 2019 · 1 yr 8 mos
Cetera Investment Advisers LLC
April 2017 - November 2017 · 7 mos
Cetera Investment Services LLCBroker
April 2017 - November 2017 · 7 mos
LPL Financial LLCBroker
August 2012 - April 2017 · 4 yrs 8 mos
LPL Financial LLC
August 2012 - April 2017 · 4 yrs 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2011 - August 2012 · 1 yr 1 mo
National Planning CorporationBroker
March 2011 - August 2012 · 1 yr 5 mos
UBS Financial Services INC.
March 2003 - July 2004 · 1 yr 4 mos
UBS Financial Services INC.Broker
March 2003 - July 2004 · 1 yr 4 mos
State Registrations2 states
FLHI
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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