Michael Freeman is a registered investment advisor at Trilogy Financial Solutions, based in Oklahoma City, OK, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 13 clients with $1.6M 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 $150K | 1.50% |
| $150K - $750K | 1.30% |
| $750K+ | 1.00% |
Annual management fee may be negotiable.
Fee Estimator
Location
Oklahoma City, OK
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
Michael is employed by the Oklahoma Department of Environmental Quality since 1994, working full-time. He also owns and operates Environmental Enforcement Training and Consulting LLC, dedicating about a quarter of his time to providing enforcement training.
Employment History
Current Registrations
Trilogy Financial Solutions
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.