Leo Freeman is a registered investment advisor at Obran Capital Advisors LLC, based in Lincoln, CA, with 5 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 24 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Lincoln, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leo is the Director of Obran Group Capital Holdings LLC, taking about a quarter of his time. He is also a co-owner of Chosen Family Office and owner of Leo Freeman LLC, dedicating about 10-20% of his time and minimal time respectively to these activities.
Employment History
Current Registrations
Obran Capital Advisors LLC
Previous Registrations
Adasina Social Capital
Smart Investor, LLC
State Registrations2 states
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