Habersham Wealth Management, Inc.
Habersham Wealth Management, Inc. (CRD# 135058) is a financial advisory firm headquartered in Clarkesville, GA. They manage $3,026,355 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$51,294
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Joel Freeman (CRD# 4012363) is an Investment Advisor Representative working at Habersham Wealth Management, Inc. in Clarkesville, GA and has over 18 years of experience in the finance industry.