Charles
Freemont
Sovereign Investment Advisors LLC
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About this Advisor
Charles Freemont is a financial advisor operating in Portland, Oregon who has 6 years of relevant experience. Freemont currently works for Sovereign Investment Advisors LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Sovereign Investment Advisors and Wedbush Securities Inc. Freemont maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Oregon. Sovereign Investment Advisors LLC is a financial advisory firm operating out of Phoenix, AZ. It handles $2 billion in assets among its 129 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The company has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of services provided. Fee types billed by Sovereign Investment Advisors LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sovereign Investment Advisors LLC Brokerage Details
$2,101,596,381
9
129
$16,291,445
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
Charles has been registered as a financial advisor for 6 years.*
Sovereign Investment Advisors
Wedbush Securities Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 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
Gresham, OR
Portland, OR
Phoenix, AZ
Phoenix, AZ
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