Freeman & Freeman Private Wealth Management LLC

Overview

Freeman & Freeman Private Wealth Management LLC is an independent registered investment adviser that focuses on serving individual and family clients with tailored financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model that combines a percentage of assets under management with hourly charges, and its advisory work centers on discretionary portfolio management. Freeman & Freeman shows a clear preference for equity exposure, using exchange-traded equities as the primary building block for client portfolios while layering in income and diversification strategies through fixed income and alternative allocations. Their practice model is boutique in scale: owner-controlled and positioned to provide hands-on advice to a limited client base. The firm is not identified as an active ESG investor and is aligned with an insurance company as an industry affiliation, suggesting advisor relationships that may include insurance-based planning or product solutions alongside traditional investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices