Ben Harper is a registered investment advisor at Freedom Wealth Coaching, LLC, based in Woodstock, GA, with 13 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Freedom Wealth Coaching provides investment management services jointly with Matson Money. Clients are charged based on the value of their investments. Freedom Wealth Coaching's portion of the fee ranges from 0.20% to 0.99% annually, depending on the engagement. This fee is deducted from the client's account quarterly in advance. Matson Money also charges a fee of up to 0.50% annually, depending on the fund.
Location
233 Arnold Mill Road, Suite 300, Woodstock, GA, 30188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Freedom Wealth Coaching, LLC
Previous Registrations
Mcbryar Advisory Services, INC.
State Registrations4 states
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