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Michael Aubrey Freeman

Advisor at Dynamic — Cabot, AR

Updated today

Credentials

Series 65

Experience

1 year

Location

Cabot, AR

Dynamic logo

Dynamic

Multi-team

Total advisors

77

Across 37 offices

Clients per advisor

72 High

Avg AUM per client

$964,859 High

HNW client ratio

33% High

About

Michael Freeman is a financial advisor at Dynamic with one year of industry experience. He holds a Series 65 designation and has prior experience at Centennial Bank and the Arkansas Securities Department. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, emphasizing technology and operational support for other advisers.

Client services

Based on Dynamic

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Model portfolio adviser services for third party program

Expertise

Based on Dynamic

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on Dynamic

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed fees for financial planning projects may range from $1,000 to $50,000 depending on complexity.

Percentage

$0+: Up to 2.25% annually, fees vary depending on type and complexity of strategy and account size; generally, larger accounts may have lower fees N/A - N/A: Fees may be negotiated and vary by Financial Adviser; some accounts may be charged higher fees due to complexity or active trading needs

Commissions

Certain Financial Advisers are licensed to sell insurance products and receive commissions; Dynamic does not receive commissions.

Project-based

Financial Planning hourly rates generally range from $150 to $500 per hour.

Subscriptions

Retainer financial planning fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly.

Other

Minimum fee: Some Financial Advisers establish minimum Fees, which can result in total fees exceeding 2.25% annually depending on account size and minimum fee amount. Fee-only: Investment Advisory Fees generally up to 2.25% annually, may include minimum fees; Financial Planning fees range from $150 to $500 per hour or fixed fees from $1,000 to $50,000 per project; Retainer fees generally range from $1,000 to $20,000 per year.

Location

See office

Cabot, AR

Cabot AR

Advisors at this office

1

Most active in

Arkansas

Work history

1 year of industry experience

Dynamic Advisor Solutions

2023 - Present • 3 years

Phoenix, AZ

Centennial Bank

2022 - 2023 • 1 year

Conway, AR

Arkansas Securities Department

2018 - 2022 • 4 years

Little Rock, AR

Arkansas State University

2014 - 2018 • 4 years

Jonesboro, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with one year of industry experience. He holds the Series 66 designation and has prior experience at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of his advisory role, Kaminski is a business owner of a tanning salon and serves on the board of a nonprofit organization. Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations while supporting sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program, integrating third-party sub-advisers and employing a customized, holistic wealth management process.

Real estate investing Annuities Options & derivatives strategies
user avatar

Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Seth H

Series 65

Cabot, AR

Paladin Investment Advisors

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
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Christopher C

Series 63, Series 65

Jacksonville, AR

Virtue Capital Management, LLC

Christopher Clay is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, with prior experience at Valic Financial Advisors and GWFS Equities. Outside of his advisory role, he is involved in coaching dental practices on business development and insurance planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing model-driven strategies primarily using mutual funds and ETFs.

Retirement income strategy Social Security optimization Wealth management
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