Advisor at Freedom Day Solutions, LLC
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Firm
Freedom Day Solutions, LLC
Location
Houston, TX 77055
Credentials
Series 63, Series 65
Industry experience
31 years
William Kopp is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and UBS Financial Services. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis to manage portfolios that include ETFs, individual equities, fixed income, and, for eligible clients, digital assets.
Estate planning fees are separate and agreed upon per engagement.
$0+: 0.50% – 2.50% +: 1.00% (Digital Assets management fee) $0+: 0.20% – 1.00% (Retirement Plan Consulting Fees) $0+: 0.20% (annual fee for sub-advisory services to Freedom Day Dividend ETF)
Certain supervised persons offer securities brokerage and insurance products on a separate commission basis.
Account minimum: $250,000
8401 Westview Drive
Houston, TX 77055
Texas
Freedom Day Solutions, LLC
2024 - Present (2 years)
Truist Advisory Services
2021 - 2024 (3 years)
Truist Investment Services, Inc.
2021 - 2024 (3 years)
BB&T Securities
2017 - 2021 (4 years)
UBS Financial services inc
2009 - 2017 (8 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65
Houston, TX
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