Brian Hawley

Freedom Investment Management charges a platform fee that varies depending on the total value of your household accounts:

• Up to $1,000,000: 0.16% - 0.45% per year
• $1,000,001 to $2,500,000: 0.16% - 0.35% per year
• $2,500,001 to $5,000,000: 0.16% - 0.30% per year
• $5,000,001 to $10,000,000: 0.16% - 0.25% per year
• Over $10,000,001: 0.10% or negotiable

For direct clients (no Promoter/Co-Adviser relationship), Freedom charges up to 2.00% annually, which may be discounted. For clients through a separate account management arrangement, the annual fee ranges from 0.25% to 0.35%, which may be negotiated.

There is a $25,000 minimum account size on the Freedom platform, which may be waived at Freedom’s discretion. For clients through a Separate Account Management Arrangement such as Schwab's Managed Account Marketplace, the minimum account size is $100,000, which may be waived at Freedom’s discretion.