Cody Freeman is a registered investment advisor at Zen Trends Capital LLC, based in Portland, OR, with 8 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $3.9M 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 - $1000K | 1.25% |
| $1M+ | 1.00% |
Multiple accounts within a household may be aggregated for fee calculation purposes. Fees may be negotiated.
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cody owns and works as an optician at Lovejoy Optical, a family business providing eyeglasses. He spends about half his time on this business, all during trading hours, managing the business and providing optician services.
Employment History
Current Registrations
Zen Trends Capital LLC
Previous Registrations
Freeman Capital Management, LLC
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.