Freeman Linde
Freeman Linde is a CFP-designated registered investment advisor at Fiduciary Financial Planning Network, based in Onalaska, WI, with 9 years of industry experience. Freeman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 747 clients with $160M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. For a limited time, fees may be up to 5.00% on the first $500,000, up to 2.00% on $500,001 - $1,000,000, and up to 1.00% on $1,000,001 and up.
Fee Estimator
Contact
Freeman Linde
Location
1131 Main Street, Onalaska, WI, 54650
Get directionsHistory
Regulatory History (1)
Criminal
March 2011Other Business Activities
Freeman hosts a podcast and blog called RetireMentorship, which provides free educational content to the public. The podcast and blog do not offer advice and are not affiliated with the Registered Investment Adviser.
Employment History
Current Registrations
Fiduciary Financial Planning Network
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations2 states
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.