Freeman & Freeman Private Wealth Management

As a registered investment advisor, Freeman & Freeman is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary, placing client interests ahead of its own. This means fee structures, investment recommendations, and conflict-of-interest disclosures must meet a statutory standard. Its Form ADV, filed with the SEC or state regulator, would detail its specific fee schedule and any material conflicts.

No evidence suggests Freeman & Freeman operates proprietary funds or pooled investment vehicles. Its model likely emphasizes open-architecture manager selection — evaluating third-party mutual funds, ETFs, and private fund offerings — alongside direct indexing and individual security management. This is typical for boutique fiduciaries serving a small number of families.

Fee-only compensation is the prevailing model for fiduciaries of its profile, with charges structured as a percentage of assets under advisement (typically 0.50%–1.00% annually for a small firm managing $50M–$200M) or flat retainer arrangements for comprehensive family-office services. It does not appear to accept commissions from product providers, given its advisory-only posture.

The firm serves a limited number of high-net-worth families and individuals, likely with a minimum relationship threshold in the $2 million to $5 million investable asset range based on the economics of a small-firm advisory model. Client needs span investment management, estate planning coordination, tax strategy, and intergenerational wealth education, all coordinated under a single advisory relationship.

Alternative allocations are typically accessed through third-party funds rather than direct deals, given the firm's size and non-institutional structure. Portfolios likely include private credit, private real estate, and hedge fund exposure via platforms like iCapital or CAIS — common conduits for RIAs placing client capital into institutional-quality alternatives without building in-house due-diligence teams.