Billie Mcclain is a CFA-designated registered investment advisor at Freedom Value Partners, LLC, based in Lenexa, KS, with 14 years of industry experience. Billie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42 clients with $120M 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 | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.30% |
Fees are negotiable. Financial planning and consulting are included at no additional cost for investment management clients.
Fee Estimator
Location
Lenexa, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Billie is an Investment Advisor Representative at Freedom Wealth Advisors, LLC, providing investment advisory services since May 2022. Billie maintains dual registration through the transition of business to Freedom Value Partners.
Employment History
Current Registrations
Freedom Value Partners, LLC
Previous Registrations
Freedom Wealth Advisors, LLC
Tower Wealth Managers
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.
Exams
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