About FRESHFIELD CAPITAL, LLC
FRESHFIELD CAPITAL, LLC is a leading financial services firm that specializes in providing customized investment solutions to individuals and businesses. With a team of experienced advisors and a diverse range of services, the firm is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides customized investment solutions
- Oversees the management of assets
- Offers comprehensive financial planning services
Facts and Insights
FRESHFIELD CAPITAL, LLC was founded in 2001 and has been in business for 20 years. The firm has steadily grown its assets under management (AUM) and currently manages over $500 million for its clients.
Assets Under Management, Number of Advisors and Time in Business:
{table}
Financial Services Offered
The firm offers a diverse range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance solutions. The team of advisors at FRESHFIELD also provides personalized financial guidance to help clients make informed decisions about their investments and financial future.
Client Types
FRESHFIELD CAPITAL, LLC caters to a wide range of clients, including individuals, families, small businesses, and institutions. The firm understands that each client has unique financial needs and therefore offers tailored solutions to meet their specific goals.
Fees & Compensation
FRESHFIELD CAPITAL, LLC is committed to transparent and fair fee structures. The firm charges a percentage of AUM as an advisory fee, which varies based on the size of the account. Clients are also given the option to choose between a fee-based or commission-based compensation structure, depending on their preferences and needs.
Background
The team at FRESHFIELD CAPITAL, LLC is made up of experienced professionals with diverse backgrounds in finance and investment management. The firm takes pride in its expertise and in-depth knowledge of the financial markets, which allows it to provide exceptional service and results for its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FRESHFIELD CAPITAL, LLC is required to abide by the SEC’s rules and regulations. The firm discloses any potential conflicts of interest and provides clients with a copy of its Form ADV, which includes information about its services, fees, and disciplinary history.