Freeman Capital Promo Codes & Coupons

There are zero assets under management (AUM) fees for accounts under $25,000. When assets under management reach over $25,000, the fee is 1% annually charged monthly (1% / 12 months = .083% a month). Want better financial fitness for the price of going to the movies?

Perfect for: People of all stages in life looking to start investing and start seriously making progress on their financial journey. It’s never too late or too early to start.

Perfect for: Those who have built up a solid financial foundation and want to take their investments and financial plans to the next level.

Perfect for: Your situation and needs are unique. You want dedicated focus and attention. Your dedicated financial planner will work with you across all of your investment needs and provide you tailored education.