Herman
Freitag
Corient
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About this Advisor
Herman Freitag is a financial advisor based in Miami, Florida, working with Corient. Herman has previously held positions at The Vanguard Group, Inc, Mcgill Advisors, A Division Of Brightworth, Corient, Corient Services LLC, Cipw Service Company, LLC, and Ci Brightworth (Formerly Mcgill Advisors). Herman has passed the Series 63 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Herman is part of Corient, which operates out of Miami, Florida. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corient Brokerage Details
$118,191,936,095
845
97,020
$1,218,222
Investment Advisory Services
- 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
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
Herman Freitag Work History
Corient Services LLC
Corient
Cipw Service Company, LLC
Ci Brightworth (Formerly Mcgill Advisors)
Mcgill Advisors, A Division Of Brightworth
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Herman Freitag to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corient
Columbus, OH
Garden City, NY
Wayne, PA
Chicago, IL
San Diego, CA
Miami, FL
Chicago, IL
Atlanta, GA
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