Nycole Freer is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Aliso Viejo, CA, with 12 years of industry experience. Nycole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 5 more. Their firm serves 7,591 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge an annual management fee based on the value of your portfolio for its automated index investing program. However, you will pay the underlying operating expenses and management fees charged by the exchange-traded funds or mutual funds held in your portfolio, along with any administrative or trading costs charged by the custodian.
Contact
Nycole Freer
Location
Aliso Viejo, CA
Get directionsHistory
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
Nycole is an independent consultant for Arbonne, a health and wellness company, and spends minimal time selling their products. She also dedicates minimal time to the Aliso Viejo Chamber of Commerce as a contractor, sending marketing emails and posting to social media.
Employment History
Current Registrations
Origin Investment Advisory LLC
Eden Financial
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Waddell & Reed
Waddell & ReedBroker
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.
Exams
More Advisors
- Jerome Greene, CFPJg Wealth Management, LLC
- Daniel Amaradio, CFPSelect Money Management, INC.
- Solomon Stewart, CFAWealthspire Retirement Advisory
- Christopher Quigley, CFAMariner Independent
- Ryan Hamilton, CFAWealthspire Retirement Advisory
- Mitchell Fisher, CFPPacific Sun Financial CORP