Freeman & Freeman Private Wealth Management LLC

Overview

Freeman & Freeman Private Wealth Management LLC is an independent, individual-owned RIA focused on planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and hourly fees for advisory work. It lists advisory services that center on financial planning and discretionary portfolio management and maintains an industry connection to an insurance company. Freeman & Freeman does not present itself as a multi-state or ESG-focused allocator and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices