Freegulliver, Llc
New Orleans, Louisiana
5.0
2 Reviews
FREEGULLIVER, LLC is a prominent investment advisory firm based out of New Orleans, Louisiana. With over 120 individual clients and an impressive $465,250,000 in assets under management, Freegulliver, LLC has established itself as a trusted partner in the financial industry. Operating from three offices, their local presence allows them to provide personalized services to clients in the area.
In addition to investment advisory services, Freegulliver, LLC also serves as an insurance broker or agent, offering comprehensive coverage options to meet their clients' needs. A notable aspect of their business is that 52% of the assets th...
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Assets Under Mgmt
$465.25M
Investment Professionals
8
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: CONCIERGE SERVICES; BILL-PAYING SERVICES; MANAGEMENT CONSULTING; EXECUTIVE COMPENSATION CONSULTING
Other Business Activities
Insurance broker or agent
Articles
Articles
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