Harlan Freeman is a CFA, CFP-designated registered investment advisor at Brightpath Financial, INC., based in Boynton Beach, FL, with 10 years of industry experience. Harlan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 28 clients with $48M 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 $1.2M | 0.95% |
| $1.2M - $1.7M | 0.80% |
| $1.7M - $2.2M | 0.70% |
| $2.2M - $3.2M | 0.60% |
| $3.2M - $4.2M | 0.50% |
| $4.2M - $8.0M | 0.40% |
| $8M+ | 0.35% |
The minimum annual fee is $5,000 and the maximum annual fee is $40,000. Fees are negotiable.
Fee Estimator
Contact
Harlan Freeman
Location
Boynton Beach, FL
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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
Brightpath Financial, INC.
Previous Registrations
Trinity Financial Advisors LLC
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
Throughout my 30 year career I have served as a financial problem solver for both individuals and businesses. I began my career with Arthur Andersen and spent five years in public accounting as a CPA. I subsequently attended the Booth Graduate School of Business at the University of Chicago where I studied Nobel Prize winning investment strategies developed by the school's professors and used today by renowned mutual fund company, Dimensional Fund Advisors and others. After my graduate studies I worked with small and mid-sized privately owned businesses that I advised on various financial issues, including exit strategies and business acquisitions.