FREEMAN, WILL & NIEMEIER, INC.

RIASEC RegisteredEst. 2008

Total AUM

$284M

Discretionary

0% of AUM

Avg account

$219K

Accounts

1,295

Employees

Advisory reps

Firm details

Headquarters: EVANSVILLE, Indiana
CRD number: 121628
Registered since: January 25, 2008
Website: fwnadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Pension & Profit Sharing Plans47.22%
HNWI32.37%
Individuals19.85%
Corporations / Businesses0.56%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Freeman, Will & Niemeier, Inc. is an independent, privately owned registered investment adviser organized as a corporation and registered with the SEC since 2008. The firm serves a mix of individual and family clients as well as institutional relationships, and it combines investment advisory work with insurance brokerage activities. Its advisory services explicitly include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm uses a flexible fee model that includes percentage-of-AUM charges alongside hourly fees, fixed fees, and commissions. Freeman, Will & Niemeier is not identified as an active ESG investor and does not report as a multi-state adviser. It is not positioned as a capital allocator, which suggests the firm relies on external managers and products rather than making direct private investments itself.