Lindsey Turner is a registered investment advisor at Freedom Wealth Coaching, LLC, based in Atlanta, GA, with 2 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Freedom Wealth Coaching provides investment management services jointly with Matson Money. Clients are charged based on the value of their investments. Freedom Wealth Coaching's portion of the fee ranges from 0.20% to 0.99% annually, depending on the engagement. This fee is deducted from the client's account quarterly in advance. Matson Money also charges a fee of up to 0.50% annually, depending on the fund.
Location
275 Interstate North Circle Southeast, Suite 200, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Freedom Wealth Coaching, LLC
Previous Registrations
Mathies Financial Partners
Freedom Wealth Coaching, LLC
State Registrations1 state
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