Freeman Global Investment Counsel offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. FGIC requests authority to make trades without asking first. They primarily recommend global equities but may use other securities to diversify portfolios.
Assets Under Management$14M
Clients17
Advisors1
Avg. per Client$820K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable above $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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