Jack Freeman is a CFP-designated registered investment advisor at Rhame & Gorrell Wealth Management, based in The Woodlands, TX, with 1 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 699 clients with $1B 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 $1000K | 1.30% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Fees may be negotiable. Minimum quarterly fee of $1,000.
Fee Estimator
Location
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rhame & Gorrell Wealth Management
State Registrations1 state
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