William Anthony Kopp

Freedom Day Solutions, LLC

31 Years of Experience

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Firm Information

Freedom Day Solutions, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

419 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$569.0M

Fee Structure

Minimum Investment:$250K

Investment management fees range from 0.50% to 2.50% annually, depending on portfolio size, composition, and services rendered. Digital asset management fees are typically 1.00%. Retirement plan consulting fees range from 0.20% to 1.00%. Estate planning services are billed separately by Freedom Day Legal. Fees are negotiable based on various criteria. Clients also incur third-party charges like brokerage commissions and custodial fees. The firm generally imposes a minimum portfolio size of $250,000.

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Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Advisor Information

Office location

8401 Westview Drive, Houston, TX, 77055

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2005

Settled

Customer Dispute

January 2002

Denied

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Other Business Activities

William is a limited partner with less than a 25% interest in JLB Rockwood I, II, and III, a multi-family real estate business. He dedicates minimal time to this activity.