Angela Beblo is a registered investment advisor at Global Freedom Financial LLC, based in South Charleston, WV, with 4 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Global Freedom offers ongoing broad-based financial planning for a monthly fee, typically ranging from $100 to $250, paid in advance. This includes follow-up meetings, unlimited email support, newsletters, and budgeting meetings upon request. Washington clients pay an upfront setup fee ($1,000-$2,000) plus an ongoing annual fee ($1,000-$12,000) billed monthly.
- Broad Based Financial Planning - Fixed fee ranging from $1,000 to $12,000 per plan, plus a setup fee ranging from $1,000 to $2,000. This includes client onboarding, data gathering, and setting the basis for the financial plan.
- Modular Financial Planning - Hourly fee of $250 per hour, billed in 15-minute increments.
Location
South Charleston, WV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela works as Counsel at the law firm Jackson Kelly PLLC since August 2022. This non-investment related activity takes nearly full-time hours, mostly during trading hours.
Employment History
Current Registrations
Global Freedom Financial LLC
State Registrations2 states
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