Services

Wealth Management

Freeman Capital Management specializes in providing the education and advice that enables our clients to make the best financial decisions. We tailor our expertise to your needs and situation, creating for you the least complicated and most cost effective ways of moving you towards your financial goals.

As a US registered investment advisor, Freeman Capital Management LLC is committed to providing honest, highly personalized, quality investment services for expatriate and international investors. Our experience and scientific approach to wealth preservation and appreciation is at your disposal. We provide one-on-one advice to help you clarify your goals and help you to choose the best investment approach to match your needs and investing style.

Our services include:

  • Portfolio management for US and expatriate clients
  • Management of Individual Retirement Accounts (IRAs) and business retirement plans
  • Professionally managed Portfolios of Exchange Traded Funds (ETFs)
  • Educational savings accounts
  • 401 (k) plans and Roth IRAs
  • Common stocks
  • Qualifying Recognised Overseas Pension Scheme, or QROPS
  • US Tax Preparation
  • Portfolio analysis and evaluation

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  • 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