Freeman Wealth Management provides financial planning, investment management, and retirement plan services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on client goals and risk tolerance. Retirement plan services are offered to employer plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Freeman Wealth Management charges a percentage of your portfolio value annually, billed quarterly in advance. There are different fee schedules for new clients and legacy clients (those who worked with an advisor previously).
For new clients:
- First $250,000: 1.75%
- Next $750,000: 1.25%
- Next $2,000,000: 0.50%
- Over $3,000,001: 0.25%
For legacy clients:
- $500,000 and Less: 1.50%
- Over $500,001: 1.00%
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