Account FAQs

These are some of the most common questions I have fielded over the years. Please read through them and contact me for more information.

Q: Who makes the investment decisions for my portfolio?
A: All portfolios are individually designed and managed by Don Freeman, founder of Freeman Capital Management. Don has over fifteen 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 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.

Q: How many transactions can I expect in a typical year?
A: The number of transactions in your portfolio each year will vary based on market conditions. Typically you can anticipate between 10 and 15 trades for rebalancing purposes.

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 (ETFs) or stocks in their own account, which is managed with your goals in mind.

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.

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.

Subscribe without commenting

  • Our Guidelines

    • ETFs have an average annual expense ratio of 0.17%, a minimal charge by the fund company to cover its costs of operation.
    • No insurance products, nor do we recommend them
    • No surrender charges
    • No upfront costs or load fees
    • No establishment charges
    • No 12b-1 fees
    • No commissions
    • No transfer fees