James Freeman is a CFP-designated registered investment advisor at Financial Alternatives, INC., based in La Jolla, CA, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 264 clients with $560M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Financial Alternatives offers investment management services for a fee based on a percentage of the value of your portfolio. These fees typically range from 0.50% to 1.00% annually, but may be higher or lower in some cases. Client accounts may be subject to a minimum annual fee. Fees and minimums may be subject to negotiation or exceptions in some cases.
Contact
James Freeman
Location
7825 Fay Avenue, Suite 210, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Alternatives, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our financial planning team works together to apply our individual strengths to your particular needs and objectives. Please visit our website at www.financialalternatives.com to learn more about us and the services we can provide you.