Dated: Dec 12, 2020
How does the advisor help clients – Key Takeaways:
FREEMAN, WILL & NIEMEIER, INC. provides expert financial advice to clients in a professional and unbiased manner, helping them achieve their financial goals.
Facts and Insights
Founded in 1994, FREEMAN, WILL & NIEMEIER, INC. has been in the financial services industry for over 25 years. The firm is headquartered in New York City and has a team of experienced and knowledgeable advisors.
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
FREEMAN, WILL & NIEMEIER, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more.
Client Types
The firm caters to a variety of clients including individuals, families, and businesses. They work with clients of all levels of wealth, from those just starting to build their assets to high net worth individuals.
Fees & Compensation
FREEMAN, WILL & NIEMEIER, INC. charges a fee for their services, which is based on a percentage of the assets they manage for their clients. This fee structure ensures that the firm’s interests are aligned with the clients’ goals.
Background
The team at FREEMAN, WILL & NIEMEIER, INC. is made up of experienced and highly qualified professionals including certified financial planners, chartered financial analysts, and registered investment advisors. They have a deep understanding of the financial markets and are committed to helping their clients make informed decisions about their money.
Financial Advisor Disclosures to Know
FREEMAN, WILL & NIEMEIER, INC. has a clean record with no disciplinary actions or client complaints, making it a reliable and trustworthy firm for clients to work with.