Advisor at QTR Family Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
QTR Family Wealth, LLC
Location
Lake Mary, FL 32746
Credentials
Series 63, Series 66
Industry experience
6 years
William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.
Based on QTR Family Wealth, LLC
Based on QTR Family Wealth, LLC
Flat annual or monthly fees may be charged depending on scope and complexity; business consulting fees are fixed and negotiated separately.
$0 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000 - $24,999,999: 0.65% annually $25,000,000 - $49,999,999: 0.50% annually $50,000,000+: 0.30% annually
Certain financial professionals receive commissions for insurance product sales and brokerage services separately from advisory fees.
Hourly financial planning fees may be charged based on complexity and services provided, negotiated per client agreement.
Account minimum: $500,000 Fee-only: Financial planning fees generally range from $2,500 to $50,000 per engagement; fees are negotiable and may be fixed or hourly.
605 Crescent Executive Court, Suite 104
Lake Mary, FL 32746
Florida
IFP Securities, LLC
2025 - Present (1 year)
QTR Family Wealth, LLC
2024 - Present (2 years)
Metric Financial, LLC
2022 - 2024 (2 years)
Bison Wealth, LLC
2022 - 2025 (3 years)
Bank Of America, N.a.
2021 - 2022 (1 year)
Merrill
2019 - 2022 (3 years)
Upstream Investment Partners
2018 - 2018 (1 year)
University of North Florida
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
CFP®, Series 66
Winter Park, FL
Venture Wealth Solutions LLC
Series 63, Series 65
Maitland, FL
Inspire Capital Management LLC
Series 63, Series 65, Series 66
Lake Mary, FL
Batman Wealth Management, LLC
Series 65
Lake Mary, FL
Alconbury Trust L.L.C
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