James Alan Freeman,Dba, Financial Alternatives is a large advisory firm based in La Jolla. It manages $35.95 million of regulatory assets for 362 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
James Alan Freeman,Dba, Financial Alternatives provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of James Alan Freeman,Dba, Financial Alternatives is $35.95 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay James Alan Freeman,Dba, Financial Alternatives for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where James Alan Freeman,Dba, Financial Alternatives performs its advisory services is located at Attn: James Freeman C/O Financial Alternatives, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-459-8289 or by fax 858-459-8258. The normal business hours are 9am - 5pm on Monday - Friday.