Freegulliver, LLC

RIASEC Registered

Total AUM

$837M

Discretionary

$549M

66% of AUM

Avg account

$1.4M

Accounts

584

Employees

Advisory reps

Firm details

Headquarters: New Orleans, Louisiana
CRD number: 117040
Registered since: January 30, 2006
Website: freegulliver.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI60.61%
Pooled Investment Vehicles31.98%
Individuals2.44%
Pension & Profit Sharing Plans2.33%
Corporations / Businesses1.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Freegulliver, LLC is an independent, individual-owned RIA that has been SEC-registered since 2006. The firm acts as a capital allocator for both individuals/families and institutional clients, combining portfolio management and financial planning with insurance brokerage activities. Its advisory services extend to separately managed accounts, pooled investment vehicles and institutional consulting, and it also engages in selection of third-party advisers and publishes periodic investment commentary. Fee arrangements are mixed: percentage-of-AUM, fixed fees, commissions and performance-based fees are all used across client relationships. Freegulliver is not flagged as an active ESG investor in the source data.