Ronald
Freeman

Lifeworks Advisors, LLC

CRD#1830650
Investment Advisor
in Bluffton, SC

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About this Advisor

Ronald Freeman is a certified financial planner who works in Bluffton, South Carolina with 2 years of relevant experience. Freeman is an employee of Lifeworks Advisors, LLC. Throughout their career, Freeman has worked at Invest Financial Corporation, Cfg Wealth Management, LLC, Sole Proprietor-Insurance Agent, Eight4Three Wealth Management, LLC and Lifeworks Advisors, LLC. Freeman holds a Series 63 license, which qualifies them as a securities broker, and can serve investors in South Carolina. Lifeworks Advisors, LLC is a registered investment business headquartered in Grand Rapids, MI. It has offices in 10 locations and a total of 24 employees. It manages $261 million in total assets between its 1,384 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,384 accounts, 28% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on the type of financial services offered. Fee types billed by Lifeworks Advisors, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Bluffton, SC

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Lifeworks Advisors, LLC Brokerage Details

Total Assets Under Management

$261,198,376

SC Average: $943,424,332
Total Number of Employees

24

SC Average: 21
Total Number of Accounts

1,384

SC Average: 1,586
Average Account Size

$188,727

SC Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ronald Freeman Work History

Ronald has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lifeworks Advisors, LLC

2020 - Present (4 years)

Eight4Three Wealth Management, LLC

2000 - Present (24 years)

Sole Proprietor-Insurance Agent

2016 - 2021 (5 years)

Cfg Wealth Management, LLC

2009 - 2016 (7 years)

Invest Financial Corporation

*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 Ronald Freeman 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 Lifeworks Advisors, LLC

Eric Olivero
Grand Rapids, MI
Christopher Gervat
Grand Rapids, MI
Christopher Bowman
Grand Rapids, MI
Alex Mathe-Cathala
Grand Rapids, MI
Kenneth Morgensai
Grand Rapids, MI
Trevor Herin
Grand Rapids, MI
Ian Wardle
Laguna Beach, CA
Ronald Bullis
Grand Rapids, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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