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Al + Osgood - Financial Advisor in Malvern, PA

Paladin Research Report For:

Al Osgood

Financial Freedom LLC

5 Great Valley Parkway
Suite 210
Malvern, PA 19355
610-296-9500

General Information

Firm Start Year
  • 1983
No.of Employees
  • 2-4
CRD#
  • 2825858
Firm CRD#
  • 118772
Name of Broker/Dealer
  • None - Independent
Name of Custodial Firm
  • Fidelity Investments
States Licensed in
  • Federally registered SEC advisors.
Years of Experience in Financial Services
  • 35
Number of Years with Current Firm
  • 35
Work Experience
  • 1981 - Present, Financial Freedom, LLC - Chairman, Founder and Chief Investment Officer 20+ years of sales and marketing at Mobil Oil Corporation
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Wealth Management, Financial Planning for Individuals

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Financial Organization Memberships
  • National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm
  • $325,000,000
Assets Managed by Advisor
  • $325,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $1,000,000
Compensation Methods
  • Flat Fee
Additional Details on Charges
  • Our fees are based on an agreed-to flat retainer (quoted on an annual basis; billed quarterly in arrears; with the ability to terminate at the end of any calendar month). We believe the retainer concept does a much better job of aligning our fee structure with the services that we provide - comprehensive wealth management which includes both investment management and comprehensive financial planning. Many years ago we did charge on a percentage of assets under management but found that method translated to a more singular focus on the portfolio versus the more holistic picture of wealth management. All fees are agreed to in advance.

Disclosures

https://finfree.com/financial-freedom-llc-form-crs-customer-relationship-summary/

BASIC INFORMATION NEEDED FOR THE INQUIRY