Freeman Capital Advisors

Freeman Capital Advisors, LLC is a financial advisory firm based in Charlotte, NC, established in November 2018. The firm offers investment management and financial planning services tailored to individual client goals, risk tolerance, and time horizons. Investment services include creating personalized Investment Policy Statements, asset allocation, risk assessment, and ongoing monitoring. Clients grant discretionary authority to FCA for selecting securities and executing transactions. The firm operates as a fiduciary, prioritizing client interests and avoiding conflicts of interest. FCA utilizes third-party managers for portfolio management services, periodically reviewing their performance. The firm offers services such as Elevate for foundational planning and a 6-month financial planning engagement. Investment advice primarily focuses on mutual funds, equities, ETFs, and real estate funds. FCA conducts educational seminars, provides newsletters, and offers hourly financial planning consultations. Fees for investment management and financial planning services are negotiable, with investment management fees at 0.2% AUM and financial planning fees at $89 per month. FCA does not participate in wrap fee programs and has assets under management of $4,870,143. Clients have the flexibility to choose their custodian and broker-dealer. FCA emphasizes transparency, client communication, and adherence to a written Code of Ethics. The firm conducts account reviews, rebalancing, and provides regular reports to clients.