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About FREEMAN FINANCIAL LLC
FREEMAN FINANCIAL LLC is a financial advisory firm that specializes in providing personalized financial solutions to clients. With years of experience in the industry, the team at FREEMAN FINANCIAL LLC is highly knowledgeable and dedicated to helping individuals and families achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions
- Years of experience in the industry
- Highly knowledgeable and dedicated team
Facts and Insights
FREEMAN FINANCIAL LLC offers a wide range of financial services to both individual and institutional clients. Through their expertise and guidance, clients are able to make well-informed decisions that align with their financial goals and objectives.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 15 |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Solutions
- Tax Planning
Client Types:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation:
FREEMAN FINANCIAL LLC’s fees and compensation structure is based on a fee-only model. This means that they do not earn commissions or receive any compensation from third-party vendors. This ensures that their recommendations are solely based on the clients’ best interests.
Background:
FREEMAN FINANCIAL LLC was founded in 2005 and has since become a leading financial advisory firm in the industry. The team at FREEMAN FINANCIAL LLC is composed of highly qualified and experienced financial advisors who are committed to providing personalized solutions to their clients.
Financial Advisor Disclosures to Know:
- The firm has no disclosed regulatory events
- The firm has no reported legal or criminal disclosures
- The firm has no reported disciplinary actions