freeGulliver, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$527,424,146
Clients
170
Advisors
5
across 4 offices
About
FreeGulliver provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), private pooled investment vehicles, pension and profit‑sharing plans, and family offices, offering discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and family office services. The firm also acts as manager/general partner, adviser and administrator for multiple private funds, including named vehicles such as Gulliver One Limited Partnership, the Laurel PE Fund series, Octavia Capital Opportunities Fund LP, and Santa Rosa Investment Fund, and performs administrative functions for those Funds.
The firm constructs model portfolios and allocates among mutual funds, ETFs and third‑party money managers, and tailors strategies to client objectives, risk tolerance and liquidity needs; it may employ options strategies, short‑term trading and similar derivative techniques described in the brochure and implements both discretionary and non‑discretionary mandates. FreeGulliver discloses that it charges performance‑based fees to qualified clients and the Funds and may use borrowing or leverage in certain managed accounts or funds, with associated valuation and allocation procedures and risk disclosures.
Distinctive elements disclosed in the brochure include FreeGulliver’s role as a private fund sponsor and administrator with principals and related persons invested in many of the Funds, the firm’s acceptance of performance‑based compensation and its related side‑by‑side management policies, and its dual registration as an insurance agency whose representatives may receive commission compensation for insurance sales. The brochure also notes the firm’s participation in plan‑level educational seminars for plan participants and that it may receive research and brokerage services in connection with client commissions under Section 28(e), all of which the firm identifies as potential conflicts and describes policies to address.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning and consulting services generally ranging from $1,000 to $25,000; fixed fee for family office and wealth planning services starting at $100,000.
Below $1,000,000 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $25,000,000: 0.50% Above $25,000,000+: 0.30% Tracked Assets Only+: 0.10%
Commission-based compensation earned from selling insurance products; commissions are separate and in addition to advisory fees.
Performance-based fees charged to "qualified clients" based on net new profits, generally with high water mark; applicable primarily to certain private pooled investment funds and qualified clients (net worth > $2,200,000 or managing at least $1,100,000).
Account minimum: $1,000,000 Fee-only: Fixed fee between $1,000 and $25,000 for financial planning and consulting services; fixed fee starting at $100,000 for family office and wealth planning services; pension consulting fee 0.10% to 1.00% of assets; additional $1,500/year for pension clients with assets under $300,000.
Main office
See office1000 S. Norman C. Francis Pkwy, Suite 301
New Orleans LA 70125
Advisors at this office
2
Offices (4)
Most active in
California · Colorado · Florida · Louisiana · Mississippi · New York · Texas · Washington
Also doing business as
Free Gulliver, LLC · Freegulliver · Freegulliver, L.L.C. · Freegulliver, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Frank F
ChFC®, Series 63
Santa Rosa Beach, FL
freeGulliver, LLC
Frank Friedler III is a ChFC® with 19 years of industry experience, currently serving at freeGulliver, LLC. He has been involved with FreeGulliver since 2001 and with Friedler Group, LLC since 1996. Outside of his advisory role, Mr. Friedler is a board member of Helpful Hound, LLC, a company that develops and operates food courts nationwide, and participates in managing multiple investment-related entities and technology ventures. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, acts as manager and administrator for multiple private funds, and employs model portfolios tailored to client objectives, risk tolerance, and liquidity needs.
Raymond R
Series 65
New Orleans, LA
freeGulliver, LLC
Raymond Rathle III is a financial advisor at freeGulliver, LLC with a Series 65 credential. He has one year of industry experience, including roles at Red Ventures and other organizations prior to joining freeGulliver. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and serves as a private fund sponsor and administrator.
Michael K
Series 65
New Orleans, LA
freeGulliver, LLC
Michael Kirschman is a financial advisor with freeGulliver, LLC, holding a Series 65 designation and bringing 13 years of industry experience. He has been with freeGulliver since 2013, including its current form since 2017. Outside of his advisory role, Kirschman is involved in several business ventures, including managing family partnerships, consulting firms, and private equity investments. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and family office services, and acts as manager, adviser, and administrator for multiple private funds, utilizing tailored investment strategies that include the use of options and derivatives.
Andrew H
CFA®
Fort Worth, TX
freeGulliver, LLC
Andrew Hansel is a CFA® charterholder based in Fort Worth, TX, with four years of experience at freeGulliver, LLC. He serves as president of Aegean Property Group, a real estate investment entity, and is a member of the Board of Trustees for Cathedral Montessori School in New Orleans. His prior experience includes nearly two decades at Eclectic Investment Management. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages both discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and acts as sponsor and administrator for multiple private funds.
Clifford M
Series 65
Denver, CO
freeGulliver, LLC
Clifford Mintz is a financial advisor at freeGulliver, LLC with seven years of industry experience. He holds a Series 65 designation and has been with freeGulliver since 2018, including its predecessor entity. Outside of his advisory role, Mintz is a partner in Sweet Nola LLC, a retail food service business. freeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers customized portfolio management and financial planning, manages multiple private funds, and employs various investment strategies tailored to client objectives.
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