Humberto Portillo is a registered investment advisor at Financial Freedom Management LLC, based in Ramsey, NJ, with 9 years of industry experience. Humberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 21 clients with $8.1M 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 $40K | 0.35% |
| $40K - $100K | 0.75% |
| $100K+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Location
Ramsey, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Freedom Management LLC
State Registrations2 states
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