Advisor at Freemind Financial Advisory
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Firm
Freemind Financial Advisory
Location
Shirley, NY
Credentials
Series 65
Industry experience
2 years
Daniel Smith is a financial advisor at Freemind Financial Advisory with two years of industry experience. He holds a Series 65 designation and has worked previously at Lazard Frères & Co. LLC, Jefferies, and Wolfe Research. Outside of finance, he is the founder of Freemind Consumer Products LLC, an online retail business. Freemind Financial Advisory serves individuals, businesses, and charitable organizations, offering asset management, financial planning, estate planning, retirement plan services, and fractional CFO support. The firm focuses on fundamental analysis and tailored asset allocation, with a distinctive emphasis on retirement plan consulting and business-oriented financial advisory services.
Based on Freemind Financial Advisory
Based on Freemind Financial Advisory
Estate Planning fees are flat-dollar amounts based on complexity; Financial Planning and Fractional CFO Services may have project-based flat fees; Retirement Plan Services have a one-time setup flat fee
Up to 1.50% annually on assets under management
Financial Planning and Fractional CFO Services charged at $300 per hour
Account minimum: FreeMind generally does not impose a minimum relationship size. Minimum fee: Monthly minimum fee of $50 if asset-based fee is not met Fee-only: Fees are based on advisory services only, no commissions received
Shirley, NY
New York
Freemind Financial Advisory Inc.
2023 - Present (3 years)
Freemind Consumer Products LLC
2022 - Present (4 years)
Hunter Douglas
2022 - 2022 (1 year)
Lazard Frères & Co. LLC
2019 - 2021 (2 years)
Lazard Frères & Co. LLC
2018 - 2018 (1 year)
Jefferies
2017 - 2017 (1 year)
Wolfe Research
2017 - 2017 (1 year)
SUNY at Binghamton University
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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