Freemind Financial Advisory

Overview

Freemind Financial Advisory is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individuals and families on a fee‑for‑assets basis, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. The adviser does not present itself as a capital allocator and is not flagged as an active ESG investor or a multistate adviser in the available profile. The business model centers on discretionary management for private clients, with a typical percentage‑of‑AUM fee arrangement. The firm’s activity mix and client focus suggest a boutique practice oriented toward personalized planning and investment implementation rather than institutional or large family‑office mandates.

Assets & Accounts

Investments & Alternatives