Freeman Wealth Management

Overview

Freeman Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-assets-under-management component with fixed-fee arrangements. Freeman does not identify as an active ESG investor and is not presented as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices