Freeman, Will & Niemeier, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Freeman, Will & Niemeier, Inc. offers investment management, pension consulting, and financial planning services. Investment management is provided on a non-discretionary basis, meaning the client approves each trade. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Pension consulting services are offered to pension, profit sharing and 401(k) plans, as well as individuals, trusts, estates and charitable organizations.
Assets Under Management$260M
Clients347
Advisors1
Avg. per Client$740K
Avg. per Advisor$260M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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