Aaron Freeman
Aaron Freeman is a ChFC-designated registered investment advisor at Freeman & Freeman Private Wealth Management LLC, based in Montgomery, TX, with 17 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 115 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1M+ | 1.40% |
Fees are negotiable. For 401(k) and similar retirement accounts managed through Pontera, the annual fee is 0.50%, with 0.25% paid to Pontera.
Fee Estimator
Location
Montgomery, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Freeman & Freeman Private Wealth Management LLC
Previous Registrations
Oak River Financial Group, INC.
State Registrations1 state
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.