Let’s Talk about Wealth, Baby.

We’ll talk about some of the good things and the bad things. Schedule some time to get to know one of our Certified Financial Planners and how we help people build and grow generational wealth.

Certified Financial Planner

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Monthly Email Advice

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Monthly Wealth Actions Steps

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Personalized Investment Recommendations

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Legacy Wealth Goals

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Monthly Webinar

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Frequently Asked Questions

Here are some answers to some of the most popular questions we get asked. Please don’t hesitate to drop us a line in the chat if you don’t see your question here.

  • The clients we serve live across the country. We also have planners and team members across the country. We built a virtual service model to meet you when and where you are comfortable. We can accommodate your preferences. Whether that’s meeting times, days or video conferencing solutions. We won’t ask you to come visit our office, but we do find that using a video conferencing tool like Zoom makes it easier for our  planners and clients to share screens to collaborate on the financial planning process.

  • All of our clients start the process by having a Welcome Meeting with one of our financial planners. The purpose of this meeting is for us to get to know each other and understand what is most important to you. What do you want to accomplish?

    The next steps are helping you organize and synchronize your financial life so that you have a centralized view of everything.
    Our planners collaborate with you to build an actionable plan to achieve your goals.

    We help you implement these actions, provide accountability, and monitor your progress.

  • We offer account types for many different purposes. For your investments, you can use either a personal taxable account or a joint taxable account with your spouse or partner (sometimes labeled “brokerage accounts” at other providers). You can also invest for your existing trust. For retirement savings, you can save using a traditional IRA, Roth IRA, or a SEP IRA.  Account types we don’t currently offer: 529 accounts, custodial accounts for minors (e.g., UTMA), or “solo 401(k)” plans. Do you offer Socially Responsible Investing? Yes, we offer three different SRI portfolios; A Broad Impact Portfolio, a Climate Impact Portfolio, and a Social Impact Portfolio. You can read more about the portfolio construction in this White Paper and the Disclosures.

  • We host our servers using Amazon Web Services (AWS).  We ensure only the right people view your information for the right reasons: providing you a customized plan for achieving your financial goals.  If you have any questions, let us know: contact @ freemancapital.co

  • We ask our clients to link their accounts to our financial planning portal so that they and our planners can have the most updated comprehensive view of all of their assets and liabilities in a centralized location.

    While never a requirement, you will be invited to enter your online financial institution credentials. We never see those credentials, nor do we store them. Your credentials are securely passed from your financial institution and we are provided with a read-only feed of balance and transaction information. We do not have access to your money nor can we make any changes to your account.  If for whatever reason you want to remove our read-only access, you will be able to de-link those accounts.

  • Your data will always be yours.

    We employ industry best practices to keep your data safe.  We will never sell your data.

    When it comes to protecting you and your data, we do not believe that simply checking boxes to ensure compliance is adequate.  We employ industry best practices to ensure information security is at the core of our technology and business operations, yet strive to set a new standard for bank-level security and privacy. You can read more on our Privacy Policy.

  • We believe that a simple yet sophisticated investment approach can help you reach your goals quicker. Automation of contributions, a specific timeframe, and a globally diversified portfolio are the tools to help your money work for you.

    We have partnered with a company called Betterment that provides a platform, and builds a portfolio of investments based on our client’s risk and time horizon. 

    The portfolios are globally diversified using low-cost exchange traded funds (ETFs) across the equity and bond markets. The returns earned in these portfolios are dependent on the underlying securities (ETFs) performance over the time that the portfolio was invested.

  • No. There is no minimum to start investing and no minimum balance. We want you to be able to get started with the amount that is appropriate for you.

  • Click here and you’re a minute away from scheduling a free, no-obligation session with a member of our team. They will be able to answer any questions you have, provide you with a better understanding of our services, and present you with On-boarding instructions.
    If you are ready to select a plan and sign up Click here to begin. After you have selected your plan you will be asked a few questions, process the payment for the plan of choice and then begin our onboarding process.

    How does Freeman Capital compare to other financial companies?

    We like to point to three major ways we’re focused on the customer, perhaps more so than other financial companies, including other robo-advisors and digital banks.

    1. We’re a fiduciary—we are required to act in your best interests and we’re intentional about avoiding conflicts of interest. 
    2. Our platform combines powerful technology with personalized advice developed by our passionate team of experts. When you have questions, our Customer Support team is ready to help you with account questions and troubleshooting.
    3. We help you manage the full spectrum of your money, together in one place for a low, transparent cost. Even if you don’t have your investment accounts with us, we provide advice on your existing outside accounts, as we help you compile your full financial picture.
  • Yes, you can! Anyone interested in working with Freeman Capital can meet with a member of our team before signing up. We’ll work with you to understand your current financial picture, and what you are hoping to accomplish, ensuring your planner relationship is set up for success from day 1. You can schedule an Intro Call here: Schedule Your Intro Call

  • Do you want to have someone help you build your plan, track your progress, and keep you accountable as you work on increasing your net worth?

    Then either the Flow or Hustle Plans are for you.

     

    The Flow Plan is ideal for someone with more advanced planning needs. This plan is for those that may have a small business, receive equity compensation, are closer to retirement, or simply realize the need for more regular meetings (monthly) with a financial planner to achieve their goals.

     

    The Hustle Plan is perfect for someone looking for professional guidance to help them navigate through difficult financial decisions, collaboration on reaching their goals, and offer accountability via quarterly meetings.

     

    The Grind Plan is great for those that want to get started on the path to wealth creation, enjoy doing it themselves, and want reassurance and an expert opinion on an annual basis.

     

    Most of our clients schedule a free consultation or Intro Call with a Freeman team member to help them make this determination.

    You can schedule an Intro Call here: Schedule Your Intro Call

  • Our fees are transparent. We charge fees in two ways.

    1. We charge a monthly fee for our planning services based off of what plan you choose. Either $15 (Grind), $65 (Hustle), or $250 (Flow) a month. These fees can be paid for on an annual basis to bring down the overall (12 month) cost. Annual plans are $144 (Grind), $650 (Hustle), or $2400 (Flow). Here’s our Financial Planning Pricing Grid
    2. For our clients that have investment accounts with us we charge a flat management fee of 0.20% annually, billed on a quarterly basis. For example; If you had an investment account of approximately $10,000 the annual fee of 0.20% would equate to $20 a year or $5 per quarter.
  • A CERTIFIED FINANCIAL PLANNER™ Professional helps clients achieve their financial and personal goals. Here, our CFP® Professionals are part coach, part advocate, all partner. We are in this with you. We take a holistic approach with an emphasis on your entire financial life – not just investments. Ultimately, our goal is to create a path towards financial prosperity and peace of mind so you can focus on your family, career, that trip of a lifetime or retirement.

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BETTER WEALTH.

BETTER LIFE.

Freeman Capital Wealth Advisors

9:00AM – 6:00PM EST M-F
Address : 2015 Arysley Town Blvd Suite 202 Charlotte, NC 28273
Phone : (336) 914-0888

Client Portals

Members can use the following portals to login to planning and investment dashboards.