Herman
Freitag
Ci Private Wealth
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About this Advisor
Herman Freitag is a certified financial planner who works out of Charlotte, North Carolina with a total of 1 year of relevant experience. Freitag currently works for Ci Private Wealth. During their career, Freitag has held roles at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, The Vanguard Group, Inc, Mcgill Advisors, A Division Of Brightworth, Ci Brightworth Private Wealth and Ci Brightworth (Formerly Mcgill Advisors). Freitag has a Series 63 license, designating them as a securities broker, and is approved to serve investors in North Carolina and Texas. Ci Private Wealth is a registered investment company headquartered in Miami, FL. It has offices in 28 locations and a total of 825 financial advisors. It administers $95 billion in total assets between its 79,738 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 504 charitable organizations. Of its 79,738 customer accounts, 51% are associated with high-net-worth investors who have more than $1 million in investable assets. Ci Private Wealth performs a broad array of services, such as 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 and educational seminars. Financial advisory fees typically are based on the services offered. However, fee types billed by Ci Private Wealth likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
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
- Educational seminars/workshops
Herman Freitag Work History
Herman has been registered as a financial advisor for 1 years.*
Ci Brightworth Private Wealth
Ci Brightworth (Formerly Mcgill Advisors)
Mcgill Advisors, A Division Of Brightworth
The Vanguard Group, Inc
J.P. Morgan Securities LLC
Jp Morgan Chase Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Ci Private Wealth
San Diego, CA
San Diego, CA
New York, NY
Atlanta, GA
Miami, FL
Itasca, IL
New York, NY
Itasca, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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