Freeman Global Investment Counsel is a registered investment advisor that provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized Investment Policy Statement for every client, outlining their current financial situation, tax levels, and risk tolerance to guide asset selection and allocation. Freeman Global Investment Counsel primarily recommends global equities, mutual funds, exchange-traded funds, bonds, real estate investment trusts, and other securities. The firm manages assets on a discretionary basis, meaning they execute trades on behalf of clients based on the agreed-upon strategy. Freeman Global Investment Counsel emphasizes global diversification and employs various methods of analysis including fundamental, technical, charting, and cyclical analysis.
Fee Structure
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 are negotiable for accounts above $50,000,000.