Please read through them and contact me for more information.

 

Q: What is Freeman Capital Management? 

A: Freeman Capital Management is an independent, fee-only US Registered Investment Advisor. We provide equity portfolio management services to individuals living in the US or to international investors. As a fee-only firm, Freeman Capital Management does not accept any referral fees or compensation that is contingent upon on the purchase or sale of a financial product.

 

Q: What kinds of accounts can you manage?

A: Account types: Individual / Joint / Traditional IRA /Rollover IRA /Roth IRA /SEP IRA / Inherited IRA/ Trust.

 

Q: Is there a minimum investment amount to get started?

A: The recommended minimum investment is $100,000.


Q: Who makes the investment decisions for my portfolio?

A: All portfolios are individually designed and managed by Don Freeman and Cody Freeman.  Don is the founder of Freeman Capital Management,LLC and has twenty years’ experience in the financial services industry, building and managing diversified equity portfolios.


Q: Does Freeman Capital Management charge for an initial consultation?

A: There is no charge for an initial consultation. We recognize the importance of earning your trust, and offer our insight and expertise without obligation.


Q: If I am not satisfied with Freeman Capital Management services, is there a cost to terminate the agreement?

A: Either party may terminate the Investment Agreement at any time, for any reason. There is no termination charge.


Q: What type of reporting will I receive?

A: The brokerage firm provides a monthly account statement and we send out regular market analysis reports to keep you informed.


Q: How do I check my account online?

A: You can review your account online 24 hours a day through the brokerage firm’s web page. You will be given a login name and password to access account balances, positions, and transaction history.


Q: Who has access to my money?

A: The only person or persons who have access are those whose names are listed as the owner(s) of the account. Freeman Capital Management has no direct access to client assets. You will always have access to your account by calling the brokerage firm where client assets are held or by your personal login using Internet access.


Q: Is Freeman Capital Management obligated to push and sell products of another organization?

A: No, we are completely independently owned and do not use commission oriented products and do not use funds with front-end loads.


Q: Are you a fiduciary?

A: Yes, we are legally required to put our clients’ interests first. Brokers and insurance salespeople are generally not fiduciaries since their obligation is to their firm to sell products.


Q: How is my portfolio different than a mutual fund?A: Each portfolio is designed for the specific needs of the client. Unlike a mutual fund, you do not own a piece of a larger portfolio. Clients own the individual securities in their own account, which is managed with your goals in mind. Stocks purchased trade on the New York Stock Exchange or Nasdaq.


Q: How do I know this isn’t a Ponzi scheme?

A: Freeman Capital Management does not take custody of your cash or securities. We recommend a brokerage firm which segregates client assets from their business accounts.  You will receive monthly statements from the third party custodian.


Q: Do you have a custodian you prefer to work with?

A: Yes, For US based clients we recommend Interactive Brokers for individual accounts.  Interactive Brokers (IB) is one of the most respected names in the industry. Their trading fees are much less than most of their competitors and their trade executions are always rated high.


Q: Do you have authority to make withdrawals?

A: No, we do not have authority to make withdrawals.  A client deposits and withdraws money from their account by contacting the brokerage firm directly, setting up their own bank addresses and initiating the wire.


Q: Is my personal information safe and secure?

A: We are committed to providing data security that protects your confidential information. We use industry-best practice security such as firewalls and encryption to safeguard your personal financial information. We also constantly monitor and assess the security of our systems and perform routine data backup. For added security, Interactive brokers requires clients to use a security code key card while logging in.


Q: How do I open an account with Freeman Capital Management?

A: To get started, contact us by Skype, email or phone so we can conduct a thorough personal assessment and establish all your specific investment goals and requirements.

Our Guidelines

• Retirement planning strategies
• US expat tax services
• Global investment portfolios
• Fee only investment advice
• No commissions or sales products
• 100% transparency
• Professional advice
• Peace of mind for your investing


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