Freedom One Investment Advisors, Inc. (Clarkston)

Name: Freedom One Investment Advisors, Inc.
Address: 8031 M 15, Clarkston, MI, 48348 4457
Telephone: 248-620-8100

Freedom One Investment Advisors, Inc. is a large advisory firm based in Clarkston. It manages $1.02 billion of regulatory assets for 1,322 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Florida, and 11 other states.

Freedom One Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Freedom One Investment Advisors: assets under management

The assets under management (AUM) of Freedom One Investment Advisors, Inc. is $1.02 billion. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $632.44 million in discretionary accounts and $388.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $527.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.13 million.

Freedom One Investment Advisors has custody of $178.51 thousand in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Freedom One Investment Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Freedom One Investment Advisors, Inc.

Donald Ian Gregg has served as the Chief Investment Officer since 1 Feb 1999. Llc Freedom One Financial Group joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph John Krajacic	Fin./comp. officer	1 Nov 1995	Other	2455053
Michael Wayne	Trustee of the michael wayne trust	1 Nov 1995	Other	1820743
The Michael Wayne Trust	N/a	1 Nov 1995	25% - 50%	xxx-xx-xxxx
Mark Michael Wayne	President and ceo/dir.	1 Dec 1995	Other	1993566
Donald Ian Gregg	Chief investment officer	1 Feb 1999	Other	229391
Llc Freedom One Financial Group	Shareholder	1 Jul 2001	50% - 75%	383621675
Donald Ian Gregg	V.p. investment advisory services	1 Jan 2009	Other	229391

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Mark Michael Wayne	Member	1 Jul 2001	75% - 100%	1993566

Based in Clarkston

The principal office where Freedom One Investment Advisors, Inc. performs its advisory services is located at 8031 M 15, Clarkston, MI 48348 4457, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-620-8100 or by fax 248-620-8111. The normal business hours are 8:30a.m. - 5:30p.m. on Monday - Friday. You can find more information about the New York firm at www.benefitsppa.com.