Charles
Freemont
Sovereign Investment Advisors LLC
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About this Advisor
Charles Freemont is a financial advisor based in Portland, Oregon, working with Sovereign Investment Advisors LLC. Charles has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Sovereign Investment Advisors, and Wedbush Securities Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Oregon. Currently, Charles is part of Sovereign Investment Advisors LLC, which operates out of Portland, Oregon. The firm has 8 employees and manages assets totaling $2.3 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sovereign Investment Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sovereign Investment Advisors LLC Brokerage Details
$2,327,230,630
8
139
$16,742,666
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Freemont Work History
Sovereign Investment Advisors
Wedbush Securities Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Charles Freemont 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 Sovereign Investment Advisors LLC
Phoenix, AZ
Midolthian, VA
Phoenix, AZ
Portland, OR
Phoenix, AZ
Phoenix, AZ
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