How does the advisor help clients – Key Takeaways:
FREEMAN GLOBAL INVESTMENT COUNSEL is a leading financial firm that helps clients achieve their financial goals. With a team of highly skilled and experienced advisors, they provide personalized and strategic financial planning services to individuals and businesses. Through their expertise and unparalleled commitment to client satisfaction, FREEMAN GLOBAL INVESTMENT COUNSEL aims to be the trusted partner for all financial needs.
Facts and Insights
FREEMAN GLOBAL INVESTMENT COUNSEL has been in the financial industry for over 25 years, providing top-notch advisory services to clients. Their team of advisors has a collective experience of over 100 years in the industry, making them well-equipped to handle any financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
Client Types
FREEMAN GLOBAL INVESTMENT COUNSEL caters to a diverse range of clients, including individuals, families, and businesses. Their services are tailored to each client’s unique financial situation, goals, and risk tolerance.
Fees & Compensation
The firm charges a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients’. They also offer hourly or project-based fees for specific services, giving clients flexibility and transparency in their compensation structure.
Background
FREEMAN GLOBAL INVESTMENT COUNSEL was founded by John Freeman, a seasoned financial advisor with a passion for helping clients achieve their financial goals. He started the firm with the belief that every individual deserves access to top-quality financial planning services, regardless of their wealth or status.
Financial Advisor Disclosures to Know
- Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC)
- No disciplinary actions or complaints filed against the firm or its advisors