Nycole Berlyn Freer

CFP

Origin Investment Advisory LLC

11 Years of Experience

View SEC Summary

Firm Information

Origin Investment Advisory LLC

Compensation

Fixed/Hourly

Firm Size

39 advisors

Compensation

Fixed/Hourly

Number of Advisors

39 advisors

Number of Clients

1,776 clients

Average Client Portfolio

$1K average

Assets Under Management

$2.1M

Fee Structure

Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment Management

Advisor Information

Office location

68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929

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Contact

Nycole Berlyn Freer

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Nycole is an independent consultant for Arbonne, a health and wellness company, and spends minimal time selling their products. She also dedicates minimal time to the Aliso Viejo Chamber of Commerce as a contractor, sending marketing emails and posting to social media.