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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-24-2024
- Office Locations
- 1
Office Locations
About Freemind Financial Advisory
FreeMind Financial Advisory is a fee-only fiduciary RIA providing financial planning and managed account asset management for individuals, families, and businesses. The firm also offers estate planning support, retirement plan services, and fractional CFO services. It emphasizes a tech-forward client experience with online onboarding and client portals through partners like Altruist and RightCapital, and uniquely provides an advisor fee reduction service that negotiates lower fees with an existing advisor and charges only if savings are delivered.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL ROY SMITH
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #7145448
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,874,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,874,885 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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