Rolland Basant
Rolland Basant is a registered investment advisor at Freedom Financial Management, INC, based in Saint Cloud, FL, with 9 years of industry experience. Rolland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Financial Management provides investment management services to some clients as part of a full retainer agreement. The annual fee ranges from 0.5% to 1.5% of the value of your portfolio, billed monthly or quarterly.
Location
2013 Live Oak Blvd, Suite K, Saint Cloud, FL, 34771
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Regulatory History (1)
Criminal
November 1995Employment History
Current Registrations
Freedom Financial Management, INC
Previous Registrations
Freedom Financial Management, Incorporated
State Registrations1 state
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.