Habersham Wealth Management, Inc.

Habersham Wealth Management, Inc. (CRD# 135058) is a financial advisory firm headquartered in Clarkesville, GA. They manage $3,202,840 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $51,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Habersham Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joel B. Freeman
CRD#: 4012363
1095 Historic Hwy 441 N, Clarkesville, GA 30523
93
Wealthminder
score

Joel Freeman (CRD# 4012363) is an Investment Advisor Representative working at Habersham Wealth Management, Inc. in Clarkesville, GA and has over 17 years of experience in the finance industry.

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