Freeman & Freeman Private Wealth Management LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Freeman & Freeman Private Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, either as a full plan or focusing on specific areas like retirement, taxes, or insurance. You're not required to follow their planning recommendations. They primarily use ETFs and mutual funds to build diversified portfolios, and can manage accounts held at Charles Schwab, Interactive Brokers, or other institutions through Pontera.
Assets Under Management$110M
Clients115
Advisors2
Avg. per Client$950K
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...