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How does FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC help clients – Key Takeaways:
With years of experience in the financial industry, FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC offers a wide range of financial expertise in order to help clients achieve their financial goals and secure their financial future. By providing personalized and comprehensive wealth management services, FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC is dedicated to helping clients reach their financial potential.
Facts and Insights
Founded in 2005, FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC has been in the industry for over 15 years and has continuously grown and expanded its services to meet the changing needs of its clients. Based in New York City, FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC has a team of highly qualified and experienced financial experts who work closely with clients to develop customized strategies and solutions tailored to their individual financial goals and needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2008 | $1 billion | 12 |
| 2012 | $2 billion | 15 |
Financial Services Offered
At FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC, clients have access to a wide range of financial services including investment management, retirement planning, estate planning, tax planning, and risk management. The firm’s team of experts work together to provide clients with comprehensive and customized financial solutions that align with their goals and values.
Client Types
FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC serves a diverse range of clients including high-net-worth individuals, families, and institutions. The firm’s services are tailored to meet the specific needs of each client, taking into consideration their unique financial situation, goals, and values.
Fees & Compensation
FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning that the firm’s compensation is solely derived from the fees paid by clients for services rendered. This structure aligns the interests of the firm with the best interests of the clients, ensuring that their needs always come first.
Background
The founders of FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC have over 30 years of combined experience in the financial industry working for some of the top firms in the country. Their passion for helping clients achieve financial success led them to establish their own firm built on the principles of personalized and holistic financial planning. Today, FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC is known for its exceptional service and commitment to its clients.
Financial Advisor Disclosures to Know
FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC has a strict policy of transparency and disclosure. All potential conflicts of interest are discussed with clients and a comprehensive compliance program is in place to ensure that all activities are in line with industry regulations and standards. Additionally, the firm is a registered investment advisor with the Securities and Exchange Commission (SEC), further demonstrating its commitment to maintaining the highest ethical standards.