Freeman Financial provides portfolio management services, taking into account each client's individual circumstances such as age, income, savings, and lifestyle. The firm creates investment strategies tailored to optimize investments for each client, considering their financial goals and risk tolerance. Freeman Financial clients also have access to full-service tax and accounting services through David A Levy CPA LLC.
Assets Under Management$4.9M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $750K | 0.65% |
| $750K - $1.5M | 0.50% |
| $1.5M+ | 0.40% |
These fees apply to portfolios with individual securities and all investments not mentioned in Category 2. For portfolios investing exclusively in mutual funds and US Government Bonds, Notes and Bills, the fees are: Below $250,000: 0.45%; $250,001 - $750,000: 0.30%; $750,001 - $1,500,000: 0.25%; $1,500,001 and above: 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...